Win the deal, and the order writes itself
Your customer accepts the quote online, picks their options and adds their PO number. The order is built from exactly what they chose, at the prices you quoted, so nobody retypes a line between their yes and your invoice.
How it runs
One record from the first price to the last payment
Build the quote on the page
Start a quote and write it on the page your customer will receive. Products come from your catalog, prices from the customer's saved prices or your list, with a discount per line. Tax is worked out for where they are.
Send it with one link
The quote goes from your mailbox with its PDF and a link only they can use. It's numbered when it's sent, and what was sent is kept exactly as it went out.
They accept online
The link opens the quote as it was sent. They tick the options they want, set the quantities you allowed, see the total with tax, enter their PO number and accept. Or they decline and tell you why.
The order is made from what they chose
Acceptance creates the billing order from the chosen lines at the quoted prices. Or, if the customer always sends a PO, duebird waits for it and links the PO to the quote by its number when it arrives.
Billed and followed through to payment
The order bills like any other: on delivery or straight away, with the accepted quote attached as backup. The quote shows where it is, from waiting for a PO to paid.
What it handles
Quotes that turn into revenue, not paperwork
Options and quantities
Optional lines, lines that start ticked, quantities the customer chooses between a minimum and a maximum.
optional itemsmin–max qty
Line discounts
A discount per line, and freight or surcharges as lines of their own, so the total is just the lines plus tax.
per-line %freight lines
Revisions
A sent quote is locked. Revise it and the new version goes out as Q-0031-2; the original stays live until then.
Q-0031-2what changed
Validity
Every quote has a valid-until date. An expired quote can't be accepted, and a PO dated after it is noted.
valid untilexpiring soon
PO-first customers
For customers who must send a PO, acceptance waits for it, and the PO links to the quote by its printed number.
wait for POquote reference
Sales tax on the quote
Canadian and US state tax estimated while you write, and fixed when you send.
GST/HSTPST/QSTUS state
A yes heard elsewhere
A customer said yes on the phone? Record the acceptance with a reason, and the order follows.
recorded acceptance
Your branding
Your logo, your words, the same page on screen and in the PDF.
logoPDF
Quotes from a conversation
Ask duebird for a quote in plain words. It drafts one for you to review and send.
drafted on request
30 minutes, your paperwork
Bring a quote you sent last month
We'll rebuild it in duebird and follow it to the invoice.