Sending Quotes & Replies
Respond quickly and ship accurate quotes from active conversations
Reply Workflow
Open the active conversation
Start in Inbox and confirm the latest customer message context.
Draft response
Use the AI draft or write manually, then confirm clarity, price commitments, and timing.
Send through the original channel
Send from the composer so delivery follows the same channel the customer used.
Generating Quotes
Quotes convert conversation details into structured line items priced from your service catalog (Settings › Pricing). Review before sending.
Open quote generation
From the lead’s conversation, open quote generation and inspect the suggested services.
Adjust line items and pricing
Edit quantity, labor, parts, discounts, and terms before customer delivery.
Send and monitor response
After sending, watch for acceptance questions and keep the lead stage current (Quoted, then Scheduled).
Quality Control Checklist
- Pricing matches your current service catalog in Settings › Pricing
- Scope and exclusions are explicitly stated
- Time window or schedule next step is included
- Customer has a clear response path (accept, clarify, or call)
Common Quote Issues
| Issue | Why It Happens | How to Correct |
|---|---|---|
| Incorrect service line item | Conversation context was ambiguous | Replace with the correct catalog item before sending |
| Quote sent but stage unchanged | Manual stage update not applied or rule not triggered | Move the lead to Quoted from the detail drawer |
| Customer rejects quote repeatedly | Scope, price, or timing mismatch | Take over the conversation and present alternatives personally |