Quote Management

Master the lifecycle of your commercial proposals. Save drafts, reuse successful quotes, and easily update versions.

The Draft Lifecycle

Not all quotes are finished in 5 minutes. Sometimes you need to check prices with suppliers or wait for your manager’s approval before sending it.

1. Save as Draft

• While creating a quote, you can click “Save as Draft” at the bottom right.
• This will securely save all your progress (client, products, discounts).
• The quote will appear on your Kanban board under the “Drafts” column with a gray tag.

2. Continue Editing

To resume a draft:

1. Go to the Dashboard.
2. Click on the draft card you want to continue.
3. The details view will open. Click on “Edit Quote”.
4. You will be redirected to the quoter exactly where you left off. When finished, you can send it, and its status will change to Sent.

Duplicating Quotes (Time-saver)

If you have a standardized service or want to sell exactly the same thing to a different client, you don’t have to start from scratch.

How to duplicate in the app:

1. Go to the details view of any quote (regardless of whether it’s been paid, canceled, or is a draft).
2. Click the three dots button (•••) in the top right corner.
3. Select “Duplicate Quote”.
4. Cord will create an identical new draft. You just need to change the client (if applicable) and adjust prices if necessary.

Cancellation and Version Control

If you have already sent a quote, but the client asks for a major change, do not edit the same quote (as there could be legal confusion if the client approves while you edit).

• The correct workflow is to Duplicate the quote, make the adjustments, and send the new link.
• Then, on the original quote, use the (•••) button and select “Mark as Canceled” to keep your pipeline clean.