Quotes & Proposals
Quotes your client signs through Navalo Signatures, a compliance matrix for bids, and a project when it is accepted.
Start a quote from a CRM opportunity (New quote on its panel) or on its own. A quote has sections, priced lines (an Inventory & Assets item can be a line), a validity date, a discount and tax. Quotes & Proposals is on the Team plan.
Compliance matrix
For a bid, list its requirements and tick the sections that answer each one. A requirement no section answers is flagged.
Signing and accepting
- 1Send for signature builds the quote as a PDF and prepares a Navalo Signatures request with your client as an outside signer. You open it in Signatures and press Send there.
- 2Once the client has signed, Accept creates a project with a task for each line marked Make a task (up to 25). If you manage budgets, the project's budget is set to the quote's total after discount, before tax.
- 3Create invoice makes a draft invoice from the accepted quote, only when you press it.
Draft with Ava
Draft with Ava writes a first version from the opportunity's notes into a draft for you to edit. Ava never sets a price. It uses AI credits; without AI it writes a plain outline instead.
This applies where your workspace has the new organization tools switched on. Where they are off, everything works as it did before.