Wellness One / Product Quote Product Quote
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PRODUCT QUOTE

Build a quote

Build the proposal inside the CRM. Saving creates an immutable version linked to this exact deal and contact. It does not email the buyer or call a provider.

Back to deal Quote history
Deal-linked record Owen Blake · owen.fixture@example.test · No postcode on file No send action is available from this page.

VOICE DRAFT

Describe the quote instead

Say the product, options, discount and project notes. The CRM will fill the builder for review; it will not save or send automatically.

1

Client and proposal

Prefilled from the CRM record and locked to the correct deal. Update the deal first if customer details need changing.

2

Choose product

Prices are the imported portal catalogue values, excluding VAT. Quote-only models never receive an invented price.

3

Scope and options

Product specification and imagery are retained in the saved version.

Select a product to load its image, specification and approved price.

Available extras

Exclusions and legal terms

The approved product-specific exclusions and full terms are inserted automatically into the saved version and PDF.

4

Commercial terms

Discount is explicit and the maximum default is 15%. VAT is calculated at 20%.

UNSAVED PREVIEW

Review quote

This preview is not saved and cannot be sent. Close it to revise the options.