4. Receiving your first Quotes

Once your calculator is live, you'll start receiving quote requests from customers. Here's how to manage and respond to these valuable leads.

The Quote Flow

When a customer submits a quote through your calculator:

1. Customer sees confirmation - Thank you message appears
2. Quote is created - Stored in your TailorQuote account
3. Email sent to customer - Professional quote with unique link
4. You're notified - If notifications are enabled
5. Quote appears in dashboard - Ready for your action

Accessing Your Quotes

Navigate to Quotes in your team workspace sidebar to see all quote requests.

Quote List View

The Quotes page displays:

• Customer Name - Who requested the quote
• Total Amount - Calculated quote value
• Status - Current quote status
• Payment Status - If payments are tracked
• Date - When submitted
• Actions - Quick actions available

Quote Statuses

TailorQuote tracks quotes through these statuses:

• Draft - Quote created but not finalized
• Sent - Quote sent to customer
• Accepted - Customer accepted (won)
• Rejected - Customer declined (lost)
• Expired - Quote validity period passed
• Cancelled - Quote was cancelled

Viewing Quote Details

Click on any quote to see complete information:

Customer Information

• Full name
• Email address
• Phone number (if provided)
• Company name (if provided)

Quote Content

• Selected products
• Quantities
• Individual pricing
• Configuration details
• Any custom inputs

Pricing Summary

• Line items with prices
• Subtotal
• Tax (if configured)
• Total amount

Quote Link

Each quote has a unique public URL that:

• Works without login (secure UUID)
• Can be shared with stakeholders
• Shows professional quote page
• Updates with current status

Managing Quote Status

Quick Actions

From the quote list, you can quickly:

Mark as Won

Click Mark as Won to indicate successful conversion:

• Updates status to "accepted"
• Tracks in your won revenue
• Helps measure conversion rate

Mark as Lost

Click Mark as Lost for unsuccessful quotes:

• Updates status to "rejected"
• Helps identify improvement areas
• Tracks lost opportunity value

Status Updates

Quote status changes are tracked for reporting and help you understand your sales pipeline.

Customer Experience

What Customers See

When customers submit a quote:

1. Immediate Confirmation

   • Thank you message on screen
   • Quote reference number
   • Next steps explanation

2. Email Confirmation

   • Professional quote email
   • Link to view quote online
   • Your company branding
   • Contact information

3. Quote Page

   • Clean, professional layout
   • Detailed breakdown
   • Your company logo
   • Current status

The Public Quote Page

Located at: https://yourdomain.com/quotes/[quote-id]

Features:

• No login required
• Professional presentation
• Complete quote details
• Terms and validity period
• Contact information

Dashboard Overview

Your team dashboard provides quick insights:

Revenue Metrics

• Quoted Revenue - Total value quoted this month
• Closed Revenue - Value of won quotes
• Charts showing trends over time

Activity Metrics

• Quotes Sent - Number submitted this month
• Won Quotes - Successfully converted
• Recent customer list

Performance Tracking

Monitor your success with:

• Conversion rates
• Average quote values
• Monthly comparisons

Best Practices

Quick Response

• Check quotes daily
• Respond within 24 hours
• Quick responses increase conversion

Professional Follow-up

Contact customers promptly:

• Thank them for their interest
• Clarify any questions
• Provide additional information
• Set clear next steps

Status Management

Keep statuses updated:

• Mark as Won/Lost promptly
• Track why quotes are lost
• Use data to improve

Customer Communication

• Be professional and helpful
• Reference specific quote details
• Provide multiple contact options
• Follow up appropriately

Payment Tracking

If enabled, track payment status:

• Pending - Awaiting payment
• Paid - Payment received
• Partial - Partially paid
• Refunded - Payment refunded

Use payment actions to update status as payments are processed.

Working with Your Team

Collaboration

Team members with access can:

• View all quotes
• Update statuses
• Add internal notes
• Coordinate responses

Role-Based Access

Depending on permissions:

• Owners/Admins - Full quote management
• Members - View and update quotes
• Viewers - Read-only access

Common Scenarios

High-Value Quotes

For important opportunities:

1. Review immediately
2. Contact customer personally
3. Provide detailed proposal
4. Track closely

Multiple Quotes from Same Customer

When customers submit multiple quotes:

• Review all submissions
• Identify their needs
• Provide comprehensive response
• Consider bundled pricing

Expired Quotes

For quotes past validity:

• Contact customer to check interest
• Offer to create updated quote
• Understand why they didn't proceed

Troubleshooting

Not Receiving Quotes

If quotes aren't appearing:

1. Test calculator with preview
2. Verify email field is enabled
3. Check calculator is published
4. Ensure form submits successfully

Customer Didn't Receive Email

If customer reports no email:

1. Check their spam folder
2. Verify email address
3. Resend if needed
4. Check email configuration

Quote Calculation Issues

For pricing problems:

1. Review product prices
2. Check calculator configuration
3. Test with preview mode
4. Contact support if needed

Next Steps

With quotes coming in:

1. Invite team members to help manage responses
2. Configure your team settings
3. Monitor dashboard metrics

Remember: Every quote is a potential customer showing interest. Quick, professional responses significantly improve conversion rates!