Quote Confirmation

In most cases, an email is sufficient for confirmation.

Via "Share Quote", you can retrieve the link that the client can use to confirm the quote online.
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1. Online confirmation link
Send the client the confirmation link by email and/or PDF. The short accompanying text is standard and can be customised for each quote.
2. Client confirms
The recipient or another person in the company confirms online (with name, email address, and signature)
3. Quote is set to confirmed & the contractor is informed
The person selected in the quote as the "Internal Contact" is notified, a note is created on the quote, and the quote status is set to "Confirmed".

Automate the link via a variable for the quote PDF or email
To automatically send the online confirmation link along with the quote, use the variable "Link/Online Quote Confirmation" in the standard email text. The variable can also be inserted only when sending, if needed.

Allow/block online access
When you send the quote, access via link is activated automatically – as it is when you use the link in the quote closing text. Otherwise, access must be activated deliberately, as you may know from sharing the project report.

A signature area can be integrated directly into the quote closing text or placed on a separate page for quote confirmation. To do this, in Settings under "Leads & Quotes" > "Quotes", include the quote confirmation content in the quote closing text.

Example: 

---Example to copy: insert the variables at the yellow points using "{" ---


We would be pleased to receive your confirmation online (via link) or by email.

Kind regards,
Internal Contact Name, Email, Tel.

---
QUOTE CONFIRMATION


Option: confirm online
Link/Online Quote Confirmation


Option: by email
I hereby confirm the quote Quote Number
dated Quote Date for the amount of Net Amount net, and place the order:

Client
Recipient Address




____________________________________________________
Date



____________________________________________________
Signature


--- End of example ---


Note: The terms "quote confirmation" and "order confirmation" are often confused. > Here we explain the difference between confirming a quote and confirming an order

Order confirmations and delivery notes are used less often. They are not legally required, so they are optional in MOCO and can be used as needed.

An order confirmation should not be confused with confirming a quote/placing an order. After the client has confirmed the quote, you as the contractor confirm to the client, via the order confirmation document, that you will carry out the commissioned services with due care. » Confirming a quote vs confirming an order: what’s the difference?

Create an Order Confirmation
In the quote, select “Order Confirmation” at the top right (see image) → confirm or adjust the accompanying text → an order confirmation is created from the quote and the quote status is automatically set to “confirmed”.  You can predefine the default accompanying texts in Settings.

Do the commissioned services differ from the quote?
The order confirmation should be seen purely as an optional additional document. Billing is always based on the quote.  So if anything differs, adjust the quote first and then create the order confirmation. The changes are documented in the change log.

Change Log – Traceability of Versions
To track versions, a change log (as with invoices) is available below the quote. Alternatively, before making changes, you can save the downloaded quote PDF below the quote under “Comments”.

If a service provider ships goods, they will usually want to create a delivery note as a goods accompanying document. The delivery note helps the client, on receipt of the goods, to check and match the quantity and type of the ordered goods.

In most cases, the invoice is sent separately from the delivery note – or there may be no invoice at all, for example when sending a product sample.  » Standard details on the delivery note and other information

Create a Delivery Note
In the quote (or invoice), select “Delivery Note” at the top right → confirm/adjust the accompanying text and select line items → the delivery note is created and can be printed directly or sent by email. It is always accessible as a reference to the quote or invoice.

Set a confirmed quote to "Confirmed" (this happens automatically if an order confirmation is created) and create the project straight away:
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If you work with leads or have already created the project, you can also assign the quote later on
» Detailed information on creating projects from leads/quotes.