A quote is the first impression your customer takes away from your business. Leaxio now turns it into a PDF document with your logo and details, with a unique number you can edit, and lets you send it through whichever channel you prefer. And if something changes later, you edit it without starting over.
What changes
- Before: the quote lived inside Leaxio; to send it as a document you had to put it together separately.
- Now: one click generates the PDF, ready to open, download or attach.
- What stays the same: the usual process: draft, sent, accepted and, from there, to rental or sale without re-entering anything.
The quote PDF
With Generate quote PDF (and then Open or Download) you get a document with:
- Your identity: the logo and the business name, with its address, phone, email and tax ID.
- The header: the quote number, whether it is a rental or a sale, the customer with their contact details, the period, the issue date and until when it is valid.
- The products: description, SKU, quantity, unit price and total of each one.
- The additional services, such as delivery or installation, if there are any.
- The totals: products and services subtotal, taxes and discount.
- Notes and terms and conditions, if you added them.
- The customer's acceptance: a space for the name and signature, or the digital signature registered with its date when the customer accepted from the link.
Every page carries your business name, the quote number and the page number. The document comes out in Spanish or English, depending on the language. To generate or download the PDF you need the matching permission in your role.
Unique, editable number
Each quote gets an automatic number. You can change it with Edit number and Save number; if the one you type already exists, Leaxio uses a free one and tells you which, so it is not duplicated. The number can be edited while the quote is still open.
How to send it
With Send, the quote moves to “Sent” and its validity starts. Then you share it by:
- Customer link: the customer reviews it, accepts or rejects it, and signs if they accept. (The public link is available from the Business plan.)
- WhatsApp: the message opens with the number and the link ready.
- Email: with the subject “Quote [number] · [your business]” and a prepared text.
- PDF: if your plan does not include the public link, download the PDF and attach it to the message.
If something changes, edit it
As long as the quote is not accepted or closed, you can edit it: products, quantities, dates or services. If you had already sent it, saving returns it to Draft, so you review it and send it again with the right data.
Tips
- Set your logo and tax details in the business settings: they are the ones that appear on the PDF.
- Write your terms and conditions once: they appear on every quote.
- Send the PDF and the link together when the customer wants to print and also accept online.
Keep reading
- Quotes: statuses, sending, acceptance and conversion.
- Organization settings: logo, tax details and terms.
- Rentals: what happens when the quote becomes a rental.