Start with your products.
Add catalog items, bring in products from the deal, or write a custom line.
Quotes
Give customers an offer. And a way forward.
Build a branded quote and share it by email or WhatsApp. Let customers choose their options, accept with a one-time code, or request a change.
PREPARED FOR MEHTA STORESQuote 014
Your retail rollout.
Products, installation, and a clear total.
- 40 starter kits
- ₹48,000
- Installation
- ₹12,000
- Tax · 18%
- ₹10,800
- Total
- ₹70,800
Ready for the customer’s review
Inside WRKZY
Build the offer around the customer.
Start with the customer and the deal. Bring in the right products, check the details, and see the offer as you build it.
Check the numbers.
Set quantities, discounts, and tax in the quote currency. Review the total before sending.
Set the terms.
Add payment terms and an expiry date so the customer knows when and how to proceed.
Quoting similar work? Duplicate an existing offer and adjust the details.
Quote designer
Your quotes. Your way.
Put your company name, logo, and brand colour on the offer. Create reusable templates with the layout and details that fit your business.
One offer. A different presentation.
Adjust fonts, colours, spacing, and product images. Show, hide, and reorder sections to suit the offer.
- Company details
- Address, email, phone, and website
- This design
- Inter · Card layout
- Templates
- Create, duplicate, and set a team default
- Versions
- Publish or restore a design. Sent quotes stay unchanged.
MEHTA STORESQuote 014
Your retail rollout.
Prepared for your next store opening.
- 40 starter kits
- ₹48,000
- Installation
- ₹12,000
- Tax · 18%
- ₹10,800
- Total
- ₹70,800
Products and installation · Same offer in both examples.
AI assistance
Start the quote from the conversation.
Bring customer needs and approved catalog prices into a first draft. Check the details, then make it ready to send.
01 / CUSTOMER REQUEST
“We need starter kits and help with installation.”
Start with what the customer has asked for.
02 / SUGGESTED DRAFT
The offer takes shape.
- Starter kits
- ₹1,200 / kit
- Installation
- ₹12,000
Example catalog prices · before tax
03 / YOUR REVIEW
Make it ready to send.
Confirm quantities, prices, and terms before sending.
Illustrative example. Requires AI setup and reviewed customer information.
Live offer
Send an offer they can respond to.
Share by email or WhatsApp. Let customers choose their options, accept with a one-time code, or tell you what needs to change.
Send by email or WhatsApp. Download a PDF when needed.
Approvals and revisions
Make the changes. Keep the history.
Update the offer when the customer’s needs change. Keep previous versions and get approval when required.
- Revision 1Products onlyEarlier offer
- Customer request“Can you include installation?”Change requested
- Revision 2Products + installationCurrent offer
Get approval before sending.
When a quote needs approval, send it for review before sharing it with the customer.
Keep every version together.
See the earlier offer, what changed, and why. Customers can tell which version is current.
Follow-through
Sending is just the start.
See which quotes need a response, a revision, or a handoff. Keep the next action with the person responsible.
See what needs attention.
Spot failed sends, expiring offers, and customer requests for changes.
Keep the follow-up assigned.
Choose an owner and follow-up time. Sending creates a task your team can reschedule.
Update the deal after acceptance.
Review the agreed amount against the deal value, then confirm the update and next handoff.
Check delivery status and available email opens, link clicks, and quote views before following up.
FAQ
A few useful answers.
Yes. Create, duplicate, and publish templates, choose a default, and select a published design for each quote. Updating a template does not change quotes already sent.
When AI is enabled, it can identify buying signals from conversations. Create from conversation uses reviewed context and product interests with approved catalog prices to prepare draft lines. Your team reviews the offer before sending.
Yes. Select the channel and the exact customer destination for each send. You can use both channels through separate sends. WhatsApp sending depends on the connected sender and, where required, an approved template.
Yes. Add catalog items or import products and services from the linked deal. You can also add a custom line. Review quantities, prices, discounts, and tax before sending.
Yes. Create packages, mark a recommended option, and include optional items. You can also allow quantity changes within limits you set.
Yes. Add your company name, logo, brand colour, address, email, phone number, and website in quote branding settings. Templates control the layout and sections. Add payment terms, notes, and an expiry date to each offer.
Yes. Configure commercial approval rules and request a review when one is required. The quote shows its approval status before it is shared.
The public quote gives the customer options to accept, decline, ask a question, or request changes. A one-time code sent to the assigned email or WhatsApp destination verifies access for the response. This records a buyer response; it is not an electronic signature.
Create a new revision while retaining the earlier offer and its history. The public experience distinguishes the current offer from superseded, expired, or otherwise inactive versions.
Yes. Download a PDF, or share the quote through the available email, WhatsApp, and link-sharing options. The public quote provides the interactive buyer response experience.
Try Quotes
Your next quote.
Ready to send.
Build your offer, share it with the customer, and keep the next step in view.
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