Step 3 of 7 · Staff
Quote
Draft a subscription and send it as a quotation.
A quote is a subscription in the Draft or Quotation stage. Nothing is billed yet, so you can adjust freely.
A good quote
- The right customer and plan
- Correct quantities and variants
- Discounts applied before tax
- A clear total the customer can approve
What Knock automates
- Template lines and plan pre-filled
- Unit prices from the catalog
- Totals with discount and tax
Checklist
- 1Choose the customer
- 2Start from a template
- 3Adjust lines and discounts
- 4Move to Quotation
Common mistakes
- Forgetting the variant, so the price is short
- Applying the discount to the wrong line
- Confirming before the customer has agreed
Ready to put billing on autopilot?
Set up your catalog, add customers and send your first invoice today.