[PU-017] Quotations
# [PU-017] Quotations
What is it?
Creating professional quotes takes too long and you lose track of which ones are pending. The Quotations Power-Up lets you create, send, and track professional quotations directly from Out-Smart — linked to your customer records and convertible to work orders with one click. From quote to job in seconds.
How it Helps Your Business
- Field Techs: Can create on-the-spot quotes from the field when they identify additional work, capturing the opportunity before it's forgotten.
- Office Staff: Build professional quotes quickly using templates and customer data already in the system — no re-typing information.
- Managers: Track every quote from creation to acceptance, see your conversion rates, and follow up on pending quotes before they go cold.
- Customers: Receive professional, clear quotations and can accept them with a simple click — no printing, signing, and scanning required.
Essential Details
Key Capabilities
- Professional quote creation with your company branding
- Send quotes directly via email from Out-Smart
- Track quote status — see which are pending, accepted, or declined
- One-click conversion from accepted quote to work order
- Full customer history so you can see all past quotes at a glance
Getting Started
To enable Quotations, go to Settings → Marketplace in your Out-Smart back office. Find the Quotations Power-Up and click Activate. Once enabled, you can start creating quotes from the Quotations section or directly from a customer record. Set up your quote templates and email settings to get started quickly.
Related Features
- [Invoicing](invoicing.md) — Turn completed work orders (originally from quotes) into invoices seamlessly
- [Customer Portal](customer-portal.md) — Let customers view and approve quotes through their self-service portal
- [Contracts](contracts.md) — Convert accepted quotes into ongoing service contracts