Sending a quotation
What your customer receives, the four ways to send it, and the record every send leaves.
What your customer receives
The offer, and nothing about how it was priced: the job as you describe it, each quantity with its price per piece, any extra charges on their own lines, your terms, the date the offer is valid until, and your bank details if you choose to print them. The sheet you priced it on stays inside the application.
Four ways to send it
Download it as a PDF, email it with the PDF attached, send it on WhatsApp, or copy a link your customer opens without an account. Every send is on record: how it went, to whom, and who sent it. On the Free plan the document carries one line, “Made with Arrowmics”, which goes the moment the organization is on a paid plan or its trial.
The full article is in the application
Sign in and it opens with every step, next to the screens it describes. If you are new to Arrowmics, create a free account, or book a demo and someone from the team will walk you through it.