Send a quotation

When a quotation is ready, open it from Quotations.

Share it with the customer

• Download PDF or Print — the quotation in its document language, with your logo and company details.
• WhatsApp — opens a WhatsApp chat with the customer, with a ready message that includes the quotation number and total. Attach the PDF in WhatsApp before you send.

RABT does not send quotations by email. To email a quotation, download the PDF and attach it from your own email.

Mark it as Sent

After you have sent it, change the status to Sent. This starts the clock for Awaiting reply: if no answer is recorded within your company's follow-up period, the quotation appears on your Signals.

Record the answer

• Accepted — the customer said yes. Then choose Convert to order to create the order. See Why orders matter.
• Rejected — the customer said no.
• Expired — a sent quotation whose valid-until date has passed shows as expired.

Recording answers keeps your signals accurate and gives each customer a correct quotation win rate in their Buying history.

The statuses

Draft → Sent → Accepted, Rejected or Expired. A quotation turned into an order shows Converted.