Quotes that get sent, followed up and turned into orders

When it is first printed or e-mailed. Until then it is a draft you can change freely; once sent, it carries its own number, such as Q2026-0043.

Yes. The PDF goes by e-mail with your personal message and any documents you attach, in the customer’s language, and the sending is kept in the customer’s history.

A sent quote is due for follow-up 7 days after it was sent. It shows in the follow-up list with the days it has been waiting, and the quote owner receives one e-mail reminder.

You click Accepted and Tavalle creates the order with the quote’s lines and prices. The customer moves to Order created in the pipeline.

Yes. Add a payment schedule with milestones, such as a deposit and a balance: each milestone becomes its own invoice when it is due.

Yes. Each customer has a language — English, Spanish or French — and their quotes and e-mails use it, whatever language your team works in.