Quotations

Quote from real stock, share with the buyer, and convert to a deal when they say yes.

Purpose

Quotations sit between CRM interest and a structured deal. They lock in unit, price components, and trade placeholders so your team sends consistent numbers — then convert with an explicit confirm instead of re-keying.

Setup

1. Inventory — units must be on the lot (or clearly marked) with accurate pricing.
2. Settings → Business — dealership block for PDF/email headers.
3. CRM — optional: start from a lead tied to the same VIN.

Daily workflow

1. From Quotations or a lead detail, start New quote.
2. Select unit — pulls asking price, fees, and disclosure flags from inventory.
3. Add trade, fees, discounts, and notes the buyer should see.
4. Share — copy text, print, or email when Resend is configured.
5. Convert to deal — explicit action; quote status moves to converted and opens deal workflow.
6. If the buyer walks, expire or void — do not delete audit history.

Key fields

Permissions

• Sales — create quotes for assigned leads/customers.
• Manager — edit any open quote, approve large discounts (if your roles enforce limits).
• F&I — read quotes linked to deals they structure.

Canadian notes

• Quotes are not Bills of Sale — do not represent them as final legal sale documents.
• Known-damage and odometer statements flow from Active inventory — verify before sending.
• HST display follows Settings; out-of-province buyers may need manual review.

Related

• CRM / Leads
• Deals / F&I / BOS
• E-signatures