A quote is a document that lists products and prices so customers know how much they’ll have to pay before finalizing a purchase. Quotes can be used for many different workflows but are primarily used when customers are buying in bulk or shopping around to compare prices.

You can create a quote and save it right from the Sell screen. You can view open, completed, and archived quotes on the Quotes page.

Creating quotes

1. Navigate to Sell > Sell.

2. Add products to the sale and attach a customer.

   

3. Click More actions > Create a quote.

   

4. If you don't want to send the quote to the customer's email, uncheck Email quote.

5. Add a note to the quote if required.

   To have your notes appear on quotes, navigate to Setup > Outlets and registers > Edit register. Next to Print note on receipt select Yes and click Save register.

6. Click Complete quote.

   

Requesting payment while sending a quote

If you use Lightspeed Payments, you can request a payment while sending a quote.

1. Navigate to Sell > Sell.

2. Add products to the sale and attach a customer.

   

3. Click More actions > Create a quote.

   

4. Toggle on the Request payment button and enter the requested amount.

   

5. In the payment request modal, ensure the customer's details are correct and add a note to the customer if required.

6. Click Confirm.

   

7. Toggle on or off to send an email receipt of the quote to the customer and add a note to the quote if required.
8. Click Complete quote.

Quotes with outstanding payment requests have a Pending payment request flag beside them on the Quotes page. Once a payment request is paid, the quote will convert to an unfulfilled pickup sale automatically. 

Emailing a quote

1. Navigate to Sell > Quotes or tap Menu > Quotes on iPad.

2. Search for a quote by Status, Customer name, Quote number, or Note.

   

3. Select the quote to expand and then click Email quote.

   

4. Confirm the email address on the quote and click Email quote.

   

Converting a quote to a sale

Once a quote has been created, you can convert a quote to a sale and complete the sale as per your normal workflow.

1. Navigate to Sell > Quotes or tap Menu > Quotes on iPad.
2. Search for a quote by Status, Customer name, Quote number, or Note.

3. Click the quote to expand and then click Convert to sale.

   Converting a quote with a pending payment request to a sale will cancel the payment link.

   

4. Complete the sale as per your regular workflow.

Archiving quotes

1. Navigate to Sell > Quotes.
2. Search for a quote by Status, Customer name, Quote number, or Note.

3. Click the quote to expand and then click Archive.

   

4. In the warning message, click Archive quote.

   

What's next?