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Quote did not send
Check the readiness panel, the delivery channels chosen, the customer's email and phone, SMS settings and texting window, and the delivery status on the quote.
Create and send a quote
Build a quote in the seven-section builder, pass the readiness checks, and send it by email, text, or print so the customer can approve and sign online.
Quote Conversion report
Win rate, average deal size, and time to close for quotes sent in a period.
Approve a quote
Open the quote from the email or text, pick an option if there are several, sign by typing or drawing, and press Approve quote. Or decline, or ask for changes.
Invoice an approved quote
Create an invoice straight from an approved quote with Create Invoice, resume a draft, or bill it in stages against the quote's payment schedule.
Follow up, resend, revise, or expire a quote
What Zentive does automatically after a quote goes out, how to resend by email or text, handle a decline or change request, revise an accepted quote, and reset the share link.
Set up Zentive and save your first quote
For new trial and paid accounts: save your business details, services, one customer, and a draft quote. Already signed up? Start with the four essentials.
Offer Good / Better / Best options on a quote
Turn a quote into up to three packages the customer chooses between when they approve, each with its own services, price, and deposit.
Need a different way to search?
- Try plain language instead of product terms.
- Search by the problem, not just the feature name.
- Use short phrases like "invoice unpaid" or "crew route missing".
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