Layaways and quotes
Build a quote
Included in EmpresarioA branded PDF to send over WhatsApp and close the sale.
No video for this guide yet. The step by step is below.
Step by step
- 1
Open Quotes from the menu and tap + New quote.
- 2
Pick the products and quantities, just as if you were building an order.
- 3
Link the customer if you already have them saved. If not, type their name.
- 4
Save it and share it with Share quote (PDF).
It produces a PDF with your logo and details. It lands far better than a price list typed into a chat.
- 5
If the customer accepts, you turn it into an order without entering anything again.