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10 results for “quote”
- Sales emailEmail quotes, invoices and receiptsSmall BusinessesSend the original PDF saved at issue straight from the document page. Send a link instead and you will know when a quote is opened.
- Quotes & productsQuote monthly or yearly fees (SaaS, maintenance)Small BusinessesChoose Billing per line: one-time, monthly or yearly. With monthly or yearly lines the quoted amount is the first-year total, plus the total contract value for terms over a year. When won, the deal amount is the first-year total (excl. tax).
- Quotes & productsRegister products and plans, then pick them on quotesSmall BusinessesRegister products under Settings > Sales / CRM > Products & plans. Add from products on a quote fills in the name, unit, price and billing (one-time / monthly / yearly).
- ContractsFrom a recurring quote to contract and billing (setup fees, recurring invoices, renewals)Small BusinessesA contract made from a recurring quote holds only the recurring fees, and the one-time fees go into a separate draft invoice. Yearly fees are billed every 12 months from the start month, and a renewal deal tracks the renewal.
- LINE Official AccountSend quotes, invoices and receipts via LINESmall BusinessesSend a card from the document page in one click. Opening the PDF is recorded as a view.
- ContractsCreate a contract (type and your side)Small BusinessesPick the contract type and whether you are the provider or the client; clauses and fields follow. Converting a quote carries over items and amounts.
- LINE Official AccountWhat the LINE integration doesTalk to customers on LINE while everything from quotes to payment confirmation stays inside Bookmi.
- LINE Official AccountAdd-friend entry points and the welcome messagePut a "contact us on LINE" entry on business cards, quotes and email signatures. The welcome message is automatic and free.
- Sales emailAttachments and share linksReal Estate・Small BusinessesSend files from your computer, deal files, quotes and sales materials as attachments or links. Links can expire and show how often they were opened.
- ContractsWhat you can do with contractsSmall BusinessesTurn quotes into contracts, sign them electronically, get reminders for notice and expiry dates, and draft monthly invoices automatically.
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