Availability
Overview
Birdview offers a tool to prepare and issue a quote, i.e. a document giving a list of goods or services with a cost estimation, including any applicable taxes and discounts, a validity term, and any other details which may help the customer to accept your commercial proposition.
Quotes are a good way to prevent disputes, and, although not being a binding contract, allowing customers to show interest in the business deal you are offering.
In this article
Permissions
To perform the operation, you'll need the following global permissions:
Manage quotes;
Access billing information;
Quotes screen
It is the initial screen you see after accessing the Quotes tab in Quotes & invoices . The screen consists of a grid with select columns which can be frozen, hidden, sorted in ascending or descending order, reordered or their width adjusted.
The Quotes screen has the following controls:
| Control | Function |
|---|---|
| Create a new quote | |
|
Filter out quotes by
|
|
| Hide/show columns | |
| Access quote settings |
Deleting a quote
To delete a quote:
- Hover over the quote to be deleted.
- Click
.
- Select Delete on the dropdown menu.
- Confirm the deletion.
Downloading a quote
You can download a quote as a PDF document. This allows you to share or email it to your customer.
To download a quote:
- Hover over the quote to be downloaded.
- Click
- Select Download on the dropdown menu.
Sending a quote by email
You can email a quote right from the Quotes screen.
To email a quote:
- Hover over the quote to be emailed.
- Click
- Select Send by email on the dropdown menu.
- Type in or paste one or more emails separated by a comma.
- Edit the message to be sent.
- Click Send.
Sharing a quote's link
Another option to share a quote is by providing your client with a link to the quote so that it can be viewed in a browser.
To share the link, proceed as follows:
- Hover over the quote to be emailed.
- Click
- Select Copy link on the dropdown menu.
Now the link can be shared with your customers any convenient way.
Filters
To filter the list of quotes, use filters. These are accessed via the toolbar -.
There is a fixed set of filters without the possibility to configure it:
- Customer
- Status
- Quote date
- Valid until
- Templates
Quote settings
To access and edit the settings shared by all quotes:
- Click
on the toolbar.
- Make changes to the quote default footer1.