Quote types

When generating pricing proposals for customers, you'll likely have different scenarios that require distinct quote types. Handify allows you to configure all the quote types needed to accommodate your various sales motions.

From the Settings > Quotes area, go to the "Quote Types" section. Here you can add new types or modify existing ones. Some common quote types include:

• Standard Quote. A conventional quote for a potential one-time/spot buy order based on current pricing.

• Contract Quote. Quotes that encapsulate negotiated, long-term pricing for supply contracts or blanket purchase agreements.

• Sample Request Quote. Quotes specifically for providing pricing on small sample quantities for evaluation purposes.

• Price Estimate. Informal, non-binding quotes intended to give budgetary pricing guidance rather than for immediate ordering.

Having different quote types provides structure, but also flexibility. Your team can generate on-point, accurate proposals tailored to each specific situation.