Quotations
Create and send professional quotes to customers, then convert accepted quotes to sales.
Overview
Build a quote by adding products, quantities, and optional discounts. Generate a branded PDF with your logo, terms, and validity period. Send via email or WhatsApp directly from the system. Customers can accept quotes, and accepted quotes convert to sales orders with one click. Quote status tracking: draft, sent, accepted, expired, declined. Quote-to-sale conversion rate is tracked in analytics.
How It Works
This feature is part of the commerce module. Create and send professional quotes to customers, then convert accepted quotes to sales.
Getting Started
Access this feature from your Posterita dashboard. For detailed setup instructions, contact our support team.
Still need help?
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