Español: ES Talk to sales Request a demo

Quote management

The quote your customer accepts from their phone

You prepare the quote with your options and publish it as a page with your brand. The customer picks, adjusts quantities and accepts or declines. You know when they opened it and how it closed.

Request a demo See how it works
  • The customer picks the option and quantities
  • Secure link that expires
  • Signature and deposit in the same step

Sales and payments

Quote management and web quotes: what it does

Quotes with options

Versions, optional lines, stacked discounts, withholding per line and an expiry date. The catalog adds images, variants and quantity breaks. Your customer gets clear alternatives, not one PDF per variant.

A page with your brand

The quote is built from blocks in your library: cover, letter, benefits and terms. It carries the style of its document type and the brand of the issuing company. Before publishing it, you check it in preview.

The customer picks and accepts

They see the options you give them, change quantities, and the amount follows the volume pricing set at publication. They accept or decline with one click, with nothing to print or scan.

Know where it stands

You see when they opened the quote. And the document says how it closed: accepted or declined, and with which option. Your sales rep calls knowing what happened, not to ask whether it arrived.

Signature and deposit

If they accept, they pay the deposit with attendo Pay on your gateway or attach proof of the bank transfer. The signature goes out from the record with attendo eSign. The deposit is requested only once.

From yes to order

The accepted quote generates the order and the delivery note, with lines linked to the source. If you set it up with attendo Flows, acceptance creates the order and schedules the visit.

How it works

Step by step

  1. Step 1

    Prepare the quote

    From the opportunity or from the list, with your catalog, your price lists and the options you want to offer.

  2. Step 2

    Publish the quote

    Send it by email, or share its link and access code over whichever channel you prefer. You can renew or revoke it.

  3. Step 3

    The customer responds

    They open the quote on their phone or computer, pick an option, adjust quantities and accept or decline.

  4. Step 4

    Sign and pay

    If you have attendo eSign and attendo Pay turned on, they sign and pay the deposit without leaving the flow.

  5. Step 5

    On to the work

    The document is marked accepted with the chosen option and generates the order without retyping. The invoice is then issued by your connected ERP: attendo is not an ERP or accounting software.

Draft quote record with the customer, dates, payment terms and lines with discount, tax and an optional-line checkbox.
The quote before it is published as a web quote: terms, lines and optional lines (Spanish interface).

marIA in Web quotes

With AI web quotes, marIA drafts the cover letter, the sales pitch, the customer’s SWOT and their frequently asked questions. It starts from what attendo knows about that customer. It only proposes figures that are in your data, and none comes preselected. Each block waits for the sales rep to read it and, by default, the quote is not published until then. Every operation is logged with who started it, the model and its cost, and spending has the cap you set. It works with Scaleway or with your Microsoft 365 Copilot, because it handles customer data.

Where it is used

It fits every area

Industry solutions

attendo CRM attendo After-Sales attendo CMMS

Industries that use it

Use cases by department

Finance and administration Sales and after-sales

Honesty

Where it fits (and where it does not)

  • Without attendo eSign or attendo Pay, the quote can be accepted or declined, but not signed or paid online. They are separate modules.

  • Volume pricing is calculated once, when the quote is published. It does not recalculate on its own if you change your price lists later.

Works with

Modules that go hand in hand

attendo Pay

Collect deposits and payments online through your own gateway

See attendo Pay

attendo eSign

E-signature for the quote or the contract, right from its record

See attendo eSign

Business documents

Quotes, orders and delivery notes in sequence; invoices in your ERP

See Business documents

Sales AI

The AI in attendo CRM: clean, scored leads with a draft reply

See Sales AI

Glossary

Glossary terms

Sales and customers

Sales pipeline

Pipeline

The sales pipeline is the set of open sales opportunities, organized by the stage each one is in.

Sales and customers

Weighted forecast

Weighted pipeline

A weighted forecast is the sum of open opportunities, each multiplied by its probability of closing.

Sales and customers

Deposit

Upfront payment · down payment · advance payment

A deposit is the part of the price a customer pays up front, when accepting the quote or before the work starts, and it is then deducted from the total.

See all 53 glossary terms

Frequently asked questions

Frequently asked questions

Does the customer need a username and password?

No. They open the quote with its link and access code, which you can renew or revoke at any time.

Can they choose between several options?

Yes. You give them the options you want and they change quantities. The document records whether they accepted or declined, and with which option.

What happens when they accept?

The document is marked accepted and can generate the order without retyping. If you have attendo eSign and attendo Pay, they sign and pay the deposit in the same step.

Does the AI write the quote for me?

It drafts each block, and by default nothing is published until you review it. Every operation is logged with its cost, and spending has the cap you set.

Is the page the customer opens secure?

It carries security headers, and an expired link does not reveal who issued the quote.

Request a demo

Try it with your processes

We will show it to you with your own document types and the way you work. If it is not a fit, we will tell you.

  • With your operation, not a generic demo
  • A real person from our team replies
  • No cold calls afterwards

Would you rather talk first?

Which area do you want to see in the demo?

With your work email we prepare the demo around your case.

In one or two sentences.

If you chose Maintenance (CMMS)

If you chose Field work (Field Service)

If you chose Facility Management

If you chose any other area

Only if you would rather we call you.

Data protection. Controller: AxisOne Group SL. Purpose: preparing the demo you request and replying to you. Legal basis: your consent and the request you make. Recipients: we do not disclose your data; Cloudflare (website) and Brevo (email notices and confirmation) process it on our behalf. Rights: access, rectification, erasure, objection, restriction and portability, at privacy@attendo.me. More information in the privacy policy.

What happens when you send it. Someone from our team reads what you tell us and writes to you to agree on a time for the demo. Our hours: Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM, Spain time.