--- title: "Online quote software with customer acceptance | attendo" description: "Quotes with versions and optional lines that you publish as a branded web quote. The customer picks, adjusts quantities, accepts, signs and pays the deposit." url: "https://attendo.me/en/modules/quotes-and-web-offers" lang: "en" --- # 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. - The customer picks the option and quantities - Secure link that expires - Signature and deposit in the same step ## 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. Its PDF has a table of contents with a link to each block and each product’s image, and the copy downloaded from the web quote carries a QR code with its address. ### 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 see a countdown to its expiry date and accept or decline with one click, with nothing to print or scan. ### Know where it stands You see when they opened the quote. If the customer asks something or changes quantities or options, the bell alerts you, and their questions reach the document so you can mark them as answered. The list filters by “Modified by customer”, “Signed” and “Payment”. And the document says how it closed: accepted or declined, and with which option. ### 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. With “Move to opportunity”, the accepted taxable amount becomes the won amount of its opportunity. If you set it up with attendo Flows, acceptance creates the order and schedules the visit. ## Step by step This is how it is used day to day, on the same document as the rest of the modules. ### 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. ### 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. ### Step 3 · The customer responds They open the quote on their phone or computer, pick an option, adjust quantities and accept or decline. ### 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. ### 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. ### 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. ## It fits every area Industry solutions [attendo CRM](https://attendo.me/en/crm) [attendo After-Sales](https://attendo.me/en/after-sales-service) [attendo CMMS](https://attendo.me/en/cmms) ### Industries that use it - [Facility maintenance and services](https://attendo.me/en/industries/facility-maintenance): The request already knows what the contract covers - [HVAC and refrigeration](https://attendo.me/en/industries/hvac): Every unit with its history, warranty and inspections - [Repair and after-sales service](https://attendo.me/en/industries/after-sales-repair): Warranty or quote, before the visit - [Equipment manufacturers and distributors](https://attendo.me/en/industries/equipment-manufacturers): Quotes with dimensions and variants - [Energy and renewables](https://attendo.me/en/industries/energy-renewables): From lead to install, in one system - [Testing, inspection and laboratories](https://attendo.me/en/industries/testing-inspection): The job, from request to sample - [And any other business](https://attendo.me/en/industries): attendo can be set up for any line of business. See all industries Use cases by department [Finance and administration](https://attendo.me/en/use-cases/finance-and-administration) [Sales and after-sales](https://attendo.me/en/use-cases/sales) ## 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. ## Modules that go hand in hand ### [attendo Pay](https://attendo.me/en/modules/pay) Collect deposits and payments online through your own gateway ### [attendo eSign](https://attendo.me/en/modules/esign) E-signature for the quote or the contract, right from its record ### [Business documents](https://attendo.me/en/modules/business-documents) Quotes, orders and delivery notes in sequence; invoices in your ERP ### [Sales AI](https://attendo.me/en/modules/ai-crm) The AI in attendo CRM: clean, scored leads with a draft reply ## 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](https://attendo.me/en/glossary) ## 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. ## 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? - Phone [+34 910 053 530](tel:+34910053530) - Email [sales@attendo.me](mailto:sales@attendo.me) - Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM (Spain time)