Sales and quotes

The catalogue, quotes and branded proposals, customer e-signature, what acceptance sets up, and leads.

1. 1 Sales overview How quoting works in Tenvara from catalogue to signed proposal, the quote list and its statuses, and who can do what.
2. 2 The catalogue Keep the products, services, licences and labour you sell, with cost, price, margin and billing, group them into bundles, and import or export them as CSV.
3. 3 Building a quote Start a quote, add sections and lines from the catalogue or by hand, set optional items and discounts, and read the totals and margin as you go.
4. 4 Proposal wording and templates Write the introduction, scope and terms for a quote, preview exactly what the customer will see, and set up branded proposal templates, quote settings and VAT rates.
5. 5 Sending a quote and versions Send a quote by email or through the customer portal, manage its links, revise it as a new version and compare versions in the history.
6. 6 Acceptance and what happens next How the customer accepts or declines a proposal with an e-signature, and how acceptance sets up the contract, the ticket, the customer record and the Xero invoice.
7. 7 Leads Track prospects before they are customers, log what happened, quote them, and convert them into customers by hand or when they accept.