Quotes: how to view, accept or reject a quote
3 viewsFor special requirements (e.g. many services together, a dedicated server, website development or custom pricing) we send you a quote. The quote appears in the Client Area, and when you accept it a proforma invoice is created immediately.
Where to find your quotes
Billing → My Quotes. The list shows the number, subject, date, Valid Until, total and status. You also receive an email when we send you a new quote.
| Status | Meaning |
|---|---|
| Delivered | The quote has been sent to you and is waiting for your answer. |
| Accepted | You accepted it. |
| Lost | You rejected it. |
| On Hold / Draft / Dead | The quote is being worked on or is no longer valid. No action is needed from you. |
The quote page
Click the eye icon. You see the proposal text, the lines with Qty, Unit Price, Discount and Total, the VAT, the final total and the Notes.
Accepting
- On a quote with status Delivered, click Accept Quote and confirm.
- A proforma invoice is created immediately with the quote's amounts and you're taken to it.
- Pay it (How to pay a proforma invoice). The services are activated after payment.
If you have credit, click Use my credit on the proforma invoice; it isn't applied automatically to quotes.
Rejecting
Click Reject Quote and confirm. If you'd like changes to the quote, it's better to reply with a support ticket to sales, quoting the quote number; we'll send you a new one.
Good to know
- The quote's prices are valid until the Valid Until date. To accept after that date, contact us first so we can confirm the prices.
- To save the quote, use your browser's print function ("Save as PDF").