Bloom.io makes it easy to create and send quotes directly from your leads. Here’s a step-by-step guide to help you manage quotes effectively, including building and sending them.
Key Points:
Invoices and Leads: You cannot send invoices directly to leads. Once a quote is accepted and converted into an invoice, the associated lead must be converted into a project to access the invoice.
Steps to Send a Quote to a Lead:
Navigate to the Leads Tab: Start by going to the Leads section from your dashboard.
Open the Lead: Find and open the specific lead for which you want to send a quote.
Add a Quote: Scroll to the Quotes section and click Add a Quote.
Building Your Quote:
Add Line Items: Include all relevant products or services in your quote.
Attach a Contract: Optionally, add a contract to streamline client agreements.
Set Payment Methods: Configure the payment options you want to offer.
Finalizing and Sending Your Quote:
Save or Create: You can save the quote as a draft or finalize it.
Ensure It's Not a Draft: Before sending, make sure the quote is finalized and no longer in draft status.
Send the Quote: Share the quote with your client through the provided options.
What Happens Next:
Acceptance and Conversion: Once your client accepts the quote, it automatically converts into an invoice.
Lead to Project: To access the invoice, you’ll need to convert the lead into a project. This step unlocks project-specific features for managing the next stages.
By following these steps, you can seamlessly manage quotes in Bloom.io and transition your leads into projects when necessary. For more support, don’t hesitate to reach out to the Bloom.io help team!