Quotes

When you are logged in, you can find the page Quotes here.

This article goes through the various functions that are available when you work with quotes.

Create quote

Start by clicking the button Skapa ny offert.

Choose customer

Select the customer to whom you will send the quote. You can choose to send the quote to a customer that you already have in your customer registry or click Lägg till ny kund if you are quoting a new customer.

Billing address

When you have selected a customer, the billing address is automatically filled in. If several billing addresses are registered for the customer, you can choose among them here.

If the correct address is not available, click Redigera kund above to add or update an address.

Contact person

After you have selected a customer, the customer’s contact person is automatically filled in. If several contact persons are registered for the customer, you can choose among them here.

When you send a quote via email or SMS, it is the contact person’s contact information that is used for delivery of the quote.

If the correct contact person is not available, click Redigera kund above to add or update the contact person to be used on the quote.

Delivery address

The delivery address is set automatically when you have chosen a customer if there is a primary delivery address registered for the customer. If one or more addresses are registered for the customer, you can select among them here, but you do not need to specify a delivery address if it is not relevant for your quote.

If the correct delivery address is not available, click Redigera kund above to add or update the address.

Validity period

Quote date

The quote date is always automatically set to today’s date. You can change it to another date if you wish.

Validity period

Enter the quote’s validity period in number of days.

You can change the validity period to another predefined value. If you want to change to a value that is not available to select, instead change the date in the field Giltlig till och med below, and the validity period will be recalculated and adjusted to the entered date.

Valid until

The last day the quote is valid. The date is automatically calculated from the quote date and validity period above but can be changed to another date.

Description of the quote

Use this field to describe the content of the quote in free text.

Items

Add one or more items to the quote by clicking in the description field on an empty item row. Choose to add items that you have in your item registry or click Lägg till ny artikel if you are quoting an item that you have not used before.

If you need more rows, click Lägg till ny rad.

Item fields

Beskrivning (Description)

The item’s description. If you need to update the item’s description, click the icon that looks like a pencil next to the description to open the item in edit mode.

Antal (Quantity)

Number of units of the item being quoted.

Enhet (Unit)

Enter the unit in which the item is sold if you wish. This field is not mandatory.

À+pris (Unit price)

Quoted price per unit excluding VAT.

Total

Total amount is automatically calculated based on quantity and unit price.

Text rows

You can also add text rows if you need to provide additional information that complements the item descriptions. This can be useful, for example, when you are quoting projects or similar.

Reorder rows

You can reorder the rows in any order. Click on the row icon furthest to the left and drag the row to the position where you want it.

Delete row

If you want to delete a row, click on the cross icon furthest to the right.

Meddelande till mottagaren (Message to recipient)

You can write a message to the recipient that will be printed on the quote. You may advantageously use this field if you have information that complements the description or items or if you want to convey specific instructions of some kind.

Bilagor (Attachments)

You can add attachments that are included with the quote when it is sent from Dooer. You can, for example, use this function to attach additional documentation for what you are quoting.

Add attachments by dragging and dropping files into the attachment area or by clicking the button Välj fil.

Offertinställningar (Quote settings)

Overview and customize the properties of the quote with the quote settings.

Godkänn med (Approved with)

Specify how your customer can approve the quote through Dooer.

Ett knapptryck (A single click)

The customer approves a quote easily with a single click.

BankID

The customer approves the quote with mobile BankID. This option requires that the customer has access to mobile BankID in order to approve the quote.

Omvänd skattskyldighet (Reverse charge)

Indicates whether reverse charge is applied to the sale. When reverse charge is applied, information about it is printed on both the quote and invoice along with the buyer’s VAT registration number.

In order for you to apply reverse charge, you need to have specified the customer’s VAT registration number on the customer in the customer registry. If you have not already added it, you can click Redigera kund where you selected the customer to add the VAT registration number.

Momsland (VAT country)

Specify the country whose VAT is applied to the sale. This information is not printed on either the quote or the invoice but is stored in Dooer to be included in reports.

Valuta (Currency)

Specify the currency used for the amounts on the quote.

Synliga kolumner (Visible columns)

You can choose which columns are printed for items on the quote.

When you change visible columns, it affects both the view where you edit the quote and the quote document that will later be sent to the customer.

Rabatt (Discount)

Activate discount if you want the ability to specify discounts for items on the quote.

Choose between specifying discounts as a percentage or a fixed amount.

When you activate discount, a column for discount becomes visible both in the view where you edit the quote and on the quote document that is sent to the customer.

Manage quote drafts

Send quote

Click the button Nästa to proceed and send the quote.

Save draft

Click the button Spara och stäng if you want to save the draft and come back and continue working on it later.

Delete draft

Click the button Radera utkast to delete the draft. You cannot undo this action.

Delivery of quotes

Förhandsvisa & skicka (Preview & Send)

When you have created and completed a quote draft, you proceed to preview and send the quote.

Choose how you want to send the quote and then click the button Skicka offert. If you want to go back and make changes to the quote, instead click the button Redigera offert.

Skicka via e-post (Send via Email)

When you send the quote to your customer via email, the customer receives an email with a unique link where the quote can be opened, reviewed, and approved online.

The quote is sent to the email address specified for the customer’s contact person.

Skicka som SMS (Send as SMS)

When you send the quote to your customer via SMS, the customer receives a message with a unique link where the quote can be opened, reviewed, and approved online.

The SMS message is sent to the mobile number specified for the customer’s contact person.

Skriv ut på egen skrivare (Print on own printer)

Choose this option if you want to download the quote as a PDF file that you can print and send yourself.

You can also choose this option if you want to deliver the quote yourself in PDF format via, for example, a personal email.

The web quote

The web quote is a web version of a quote that is available at a unique secure link. The link to the web quote is shared with the customer when the quote is sent by Dooer via email or SMS.

Quote document

The quote document is displayed on the web quote and can be downloaded in PDF format by the recipient.

Attachments

If there are attachments included with the quote, they are displayed under the quote document. Attachments can also be downloaded separately or together with the quote document.

Quote details

The section with quote details shows a summary of the quote, including its approval status, validity period, and quoted amount.

Approval

The customer who received the quote can approve it within its validity period directly through the web quote.

How it can be approved depends on the choice of approval method made when the quote was created and sent in Dooer.

With a single click

When the quote is approved with a single click, a button for approval is displayed on the screen. When the button is clicked, you confirm the approval, after which the quote is marked as approved in Dooer.

With mobile BankID

When the quote is approved with mobile BankID, the customer who received the quote signs the approval with the BankID app on their mobile device.

If the web quote was opened on a computer, a QR code is scanned with the BankID app to initiate the signing process. If the web quote was opened on a mobile device, the BankID app opens automatically when the approval button is clicked.

Quote events

Here, events related to the quote are displayed that may be relevant for the recipient to see. Among other things, it shows when it was created, sent, and when it was approved.

Quote statuses

When you send a quote, its status changes from Utkast to Inväntar godkännande. From the stage where the quote is in status Inväntar godkännande, the status can change to several different statuses as below.

Utkast

This status is used for quotes that have been created but not yet sent to your customer.

Inväntar godkännande

This status is given to quotes when they are sent and applies until the quote’s validity period expires or the status changes by the buyer approving or rejecting the quote or by you as the seller changing the status manually.

Godkänd

The customer has approved the quote.

Avvisad

The customer has rejected the quote.

Återkallad

The quote has been withdrawn by you as the seller and can no longer be approved by the customer.

Arkiverad

Previous quotes that are no longer active. Use this status to archive old quotes after what the quote concerns has been delivered and invoiced.

Manage quotes

When you have issued a quote or created a draft of a quote, you will find it under Offerter.

Quote groups

All

Here you see all quotes, both drafts and sent.

Drafts

Here you see all quotes that you have saved but not yet sent to your customer. These remain drafts until you delete them or continue working with the quote.

Awaiting approval

Here you can see open quotes that have been sent but where the customer has not yet responded to the quote.

Approved

Here you find quotes that have been sent and approved by your customers.

Filter quotes

You can filter quotes by using the filter options above the list of quotes. You can filter by the quote’s approval status, currency, and quote date.

Search among quotes

You can search among your quotes in free text. You can search for customer information such as the customer’s name, address, or organization number or product information such as item number or description.

Manage quotes

You can click on all quotes to work with them. Which view you see when you click on a quote depends on whether the quote in question is a draft or a sent quote.

Drafts

If you click on a draft, the view where you edit the quote opens. Here you can continue editing the quote and send it.

Sent quotes

If you click on a sent quote, the quote’s detail view opens. Here you can see quote details and information about the quote’s status and activity.

You can update a sent quote’s approval status. For example, you can register an approval on behalf of your customer. You can also mark the quote as withdrawn by you as the seller or rejected by the customer.

Mark a quote as archived when you no longer want it to be listed as active, for example when the work is completed and invoiced.

You change the status by clicking on the action menu and selecting there the status you want to set on the quote.

Invoice based on a quote

1. Find the quote to be invoiced.
2. Open the action menu for the quote to be invoiced and select Skapa faktura.
3. A pre-filled invoice is automatically created in the form of a draft. If anything needs to be changed or added, you do it here. When you are finished, proceed by clicking the button Nästa.

Quote settings

The quote settings in Dooer Fakturering control default values when you create new quote drafts.

You can specify default approval method, validity period, quote description, and quote message.

You can also set a quote number for the next quote issued.

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.