Does my customer need an account to accept a quote?
No. The quote page is public at its own link. Anyone with the link can view, accept or decline it.
Features ยท Quotes
Quotes your customer can accept from their phone.
Send a link instead of a PDF. Your customer opens it, sees the quote, and taps Accept. No account, no printing, no scanning. An accepted quote becomes an invoice in one click.
The quote lives at a link. Every quote gets a public page that works on any phone. Your customer sees the line items, the tax for their province and the total, and can accept or decline right there. You know the moment it is opened, and the moment it is accepted.
Expiry dates that mean something. Set a valid-until date and it shows on the quote. Customers see how long the price stands, and you are not honouring a number from three months ago.
Nothing gets typed twice. When the customer accepts, convert the quote to an invoice in one click. Line items, quantities, rates and tax all carry over. The invoice is numbered, sent and tracked like any other.
A PDF when you need one. Some customers want a document for their records. Every quote has a branded PDF as well as its link.
How quotes work in Hakkuu
- Build itChoose the customer and add items. Tax is applied for their province. Set a valid-until date if the price has a shelf life.
- Send the linkThe customer gets an email with a link to the quote page. No login, no account, works on a phone.
- Watch itThe quote moves to Viewed when it is opened. You are not left wondering whether it arrived.
- AcceptedThe customer taps Accept. The quote is marked accepted with the time, and you get notified.
- ConvertOne click turns it into an invoice with every line carried across. Stock for invoiced items comes off the shelf.
Quote questions
Can I see whether a quote was opened?
Yes. The status changes to Viewed when the page is opened and to Accepted or Declined when the customer decides.
What happens to stock when a quote is accepted?
Nothing until it becomes an invoice. Stock is deducted when the invoice is created, so a quote never ties up inventory.
Is there a limit on quotes?
The Free plan includes 5 quotes and 5 invoices a month. Conto, Libro and Mastro have no monthly cap. See pricing.
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