Price Quotes
Creating and managing price quotes for customers.
Dostupné pro:AdministrátorVedoucí
The Price Quotes module allows you to create professional quotes for customers directly in eProtokol and send them by email or as PDF.
Creating a price quote
- Go to Price Quotes
- Click + New Quote
- Select a customer (or add a new one)
- Add quote items with prices
- Set the quote validity period
- Save and send to the customer
Quote statuses
| Status | Description |
|---|---|
| Draft | Quote is being prepared |
| Sent | Sent to the customer |
| Accepted | Customer confirmed |
| Rejected | Customer declined |
Export and sending
- Export to PDF with your company logo
- Direct email sending from the system
- Assigning an accepted quote to a project
Professional PDF appearance
The PDF export automatically adds your company logo and billing details from Company Settings. The result looks professional without any manual work.
Workflow: From quote to invoice
Price Quote → Customer acceptance → Order / Invoice
From quote straight to invoice
Once the customer accepts the quote, you can create an order or invoice with one click – all items and details are pre-filled automatically.