Send a quote

At the end, your quote is recorded on the project and sent to the client. You start from an open project.

Before you start

• Have the quote PDF at hand: TAYO.pro generates no documents, it sends the one from your own software.
• The project must still accept a quote — typically in status Quotes to prepare. Otherwise the + on the Quotes card is greyed out.

Steps

1. In the project, find the Quotes card. On a large screen it is in the middle column; on a narrower screen, open the Details tab first. Click the + at the bottom right of the card.
2. The New quote panel opens. If you like, enter the Quote number from your accounting: letters, digits, -, _ and / only, and it must not already exist.
3. Enter the Amount, VAT included. It is required.
   • Offering several prices? Click Add variant: each variant has its own amount and a Comment (optional).
4. Under Quote file, add your PDF (one file, 8 MB at most). It is required.
5. If needed, add Appendix files (up to 5: PDF, JPG, PNG or SVG) and a Note — it stays internal, the client does not see it.
6. Click Next at the bottom of the panel. The quote is saved and the panel moves on to the Message step.
   • Not ready to send yet? Click the arrow to the right of Next, then Send later: the quote stays a Draft and the panel closes.
7. Read through the Message. On the Plus plan it is pre-filled from a template; you can switch the template, and its language, in the bar under the field. Otherwise, write it yourself: it is required.
8. Open Email Notifications to see which of the client’s addresses will get the e-mail. Click an address to remove it or add it back.
9. Click Send. The bottom of the panel follows the send step by step, then shows Quote sent and the panel closes.

What happens next

The quote becomes Sent and the project moves to Quote awaiting award. Your message, with the quote and its appendices, appears in the project’s Client conversation, and the ticked addresses receive an e-mail. On a Tayo project the quote goes through Tayo to the property manager, with no e-mail.

Good to know

• A quote kept for later: on its row in the Quotes card, click the paper plane (Send). The panel opens straight on the Message step.
• Correcting a quote already sent: on its row, click the pencil (Edit) and confirm it goes back to draft. Make your changes, then Next and Send: the Edited Quote template is offered. This works as long as the client has neither accepted nor refused.
• On an internal project without client access, TAYO.pro stops after Next with Client Access Required for Sending: the quote is saved, but nothing is sent.
• A contact without an e-mail address is greyed out in the list: it cannot be notified.
• Several prices for the same work: see Quote variants.

Further reading: Creating and sending a quote.