Quotes/QuotesValue by status
See totals for sent, viewed and accepted quotes.
Quotes
Prepare the quote, send it, and know where it stands.
Quotes attach to the customer and the lead. Add lines, compute VAT, set an expiry; the status moves as it is sent, accepted or declined, and expired quotes lapse on their own.
Quotes the customer accepts from a link
A quote is made of product and service lines, tax and a valid-until date. The customer downloads the PDF or accepts or declines from the link. An accepted quote becomes an invoice in one step; the lines are never typed twice.
The quote sits with the deal
Start with EraWhich quote belongs to which lead, who prepared it and when it expires — on one screen.
Remember before it expires
Quotes near expiry rise to the top.
Every version of a quote
When the price changes, revise it into a new version; earlier versions and notes stay on record.
Start from a template
Save the quotes you send often as templates.
Send by email
The quote goes out from the workspace.
Days left
Validity shows like a countdown.
From lead to acceptance
Start with EraCustomer, lead and quote in one workspace.
Customers
Settings
CatalogQuestions about Quotes
Price quotes with a PDF and a link the customer can accept or decline. Its pages: Quotes.
Yes. It has 4 settings: Quote number prefix, Number digits, Valid for (days), Tax country.
The module has 13 defined actions, each tied to role permissions. Era works within the same permissions, and sending or deleting waits for your approval.
It shares records with Organization, Customers, Settings, Catalog, Tax, Notifications; turning it on brings them into the workspace too.
From lead to acceptance.
Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.