Quotes

This is documentation about the page Offerter that you can reach by logging in and clicking on Fakturering and Offerter in the left sidebar. It allows you to view and manage all quotes you have issued as well as create new quotes.

Filter quotes

Direct link: Offerter

You can filter quotes in multiple ways:

• By status
  Open the dropdown Alla offerter (default value) in the upper left corner. You can also pick a subset of these statuses directly from the left sidebar under Fakturering > Offerter.
• By currency
  Open the dropdown Alla valutor (default value) in the upper left corner.
• By date
  Open the dropdown Alla offertdatum (default value) in the upper left corner.

Search quotes

Direct link: Offerter

You can search among your quotes through the Sök offerter field in the upper right corner.

Create quote

Direct link: Offerter

Create a new quote by clicking the green button Skapa ny offert in the upper right corner.

Quote editor

The quote editor that opens up when clicking Skapa ny offer is almost identical to the invoice editor (which you can read about in detail here). The differences between the quote editor and the invoice editor are:

#1 Skapa offert

• Beskrivning av offerten (Description of the quote - middle)
  In the middle of the screen, you have a text area where you can add a description of the quote. This text will be printed above the items on the quote (as opposed to the field Meddelande till mottagare which is printed below the items.)

• Offertinställningar (Quote settings - top right)
  To the top right, you have a section of settings. The difference between invoices is the following:

  • Godkänns med (Approved with)
    Specify if the recipient of the quote can approve it with just the click of a button (Ett knapptryck) or if they need to sign with BankID (BankID).

#2 Förhandsvisa & Skicka

No differences between invoices and quotes in this step.

Web quote

The web quote is not part of the page Offerter but it's documented here as it's tightly associated with sending quotes.

Quotes that are sent via email or SMS contain a link to the web quote. It's a unique link to a web version of the quote that the recipient can open in their browser where they can review and approve the quote. Beyond containing a HTML and PDF version of the sent quote, it also contains any attachments you might have added.

The web quote is almost identical to the web invoice (which you can read about in detail here). The differences between the web quote and the web invoice are:

• Accepting quote
  The web quote has a section for accepting the quote, which is not present in the web invoice. It is called Acceptera offert (Accept quote) if you picked to accept with a single click or Accpetera offert med BankID (Accept quote with BankID) if you picked to accept with BankID.

  Clicking that button opens a confirmation dialog and instructions for the recipient to follow.

Awaiting approval of quote

When a customer has accepted a quote, you will receive a task in your Att göra (To do) list called Offert X godkänd (Quote X approved). If you click that task and in the modal dialog click the green button Öppna offert X (Open quote X), the task will close and be marked as done.

Create invoice based on a quote

To create an invoice from a previously accepted quote, do like so:

1. Go to the page Offerter.
2. Pick the quote you want to create an invoice from.
3. Click the 3 dots (...) at the far right of the quote and select Skapa faktura in the dropdown.
4. A pre-filled invoice draft is created in the invoice editor. If anything needs to be changed or added, you do it here. When you are finished, proceed by clicking the button Nästa and follow the instructions. Please see the following article for instructions on how to create an invoice.

FAQ

Can I change a sent quote?

No, but you can easily issue a new updated quote. Mark the previously sent quote as withdrawn and then create a new one by using the function Kopiera till ny offert to create a new quote. Make the changes you want in the newly created quote draft and then send the updated quote to the customer.

Withdraw a sent quote like so:

1. Go to the page Offerter.
2. Pick the quote you want to withdraw.
3. Click the 3 dots (...) at the far right of the quote and select Återkalla in the dropdown.
4. Confirm the withdrawal by clicking the green button Återkalla in the modal dialog.

Make a copy of the sent quote like so:

1. Go to the page Offerter.
2. Pick the quote you want to copy.
3. Click the 3 dots (...) at the far right of the quote and select Kopiera till ny offert in the dropdown.
4. A new quote draft is created in the quote editor.