Mange quotes

A quote is a pricing estimate for requested goods or services and can help facilitate negotiation before creating an order. Customers can approve or reject a quote. If the customer accepts the quote, depending on which quote acceptance conditions are defined and fulfilled, a new order is created based on the quote. Merchants can also recall or cancel an issued quote. For information on the quote lifecycle, see Quotes.

There are three ways to create a quote:

• Create a new quote. This option creates a new quote that conveys a proposed order to the customer, so that they can accept or reject the proposal before an order is created.
• Modify subscription items or settings. This option creates a quote that conveys the changes to the customer, so that they can accept or reject the changes before the order is updated.
• Reactivate a canceled subscription. This option creates a quote that conveys the changes to the customer, so that they can accept or reject the changes before the subscription is reactivated.

Customize quote appearance

To customize the appearance of a quote, such as changing the logo, or to update the company information that is displayed, see Edit an organization.

Create a quote

A quote is a pricing estimate for requested goods or services and can help facilitate negotiation before creating an order.

Customers can approve or reject a quote. If approved, depending on which quote acceptance conditions are defined and fulfilled, a new order is created based on the quote. A quote has an expiration date. Merchants can also recall an issued quote or cancel an issued quote. Use this process to create a quote.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Customers.
3. In the Name column, press a customer's name.
4. In the right of the screen, press , then press Create quote.
5. In the Website field, select a website to associate with the quote.
6. In the Products and plans section, select products and plans to add to the quote.
7. In the Quote details section, enter the following:
   • The expiration date of the quote.
   • A URL to redirect the customer to when a quote is accepted or rejected.
   • Apply any coupons to the quote.
8. Optionally, to specify that payment for related subscriptions must occur automatically, in the AutoPay section, select the Enable autopay checkbox.
9. In the Acceptance section, specify the condition that must be fulfilled for the quote to be accepted. Select from the following:
   • Payment: To accept the quote, the customer must pay the full amount of the quote.
   • Customer: Payment is not required to accept the quote.
10. Optionally, to display payment terms to the customer: In the Payment terms & signature section, enter terms.
11. Optionally, to display a signature line on the printed quote: Select to Include a signature line, then enter a signatory name to print on the signature line.
12. Press Save quote.

Download a quote in PDF format

Use this process to download a quote in PDF format. You can download a quote at any time, regardless of the quote status.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables.
3. Press Billing, Quotes, then select an issued quote.
4. At the bottom of the quote, on the left, press Download PDF.

Edit a quote

Use this process to edit or add quote items, and also to change the settings of a quote.

1. Log in to Rebilly.

2. In the left navigation bar, press Data tables.

3. Press Billing, press Quotes, then in the ID column press a quote.

4. In the right of the screen, in the Quote details section, press Edit.

5. Select from the following:

   Change expiration date, redirect URL, associated coupons, or written signature

   In the Quote details section, enter the following:

   • The expiration date of the quote.
   • A URL to redirect the customer to when a quote is accepted or rejected.
   • Apply any coupons to the quote.
   Change how shipping rates are calculated for shippable quotes

   In the Shipping section, select from the following:

   • Rebilly: Dynamically calculate shipping costs based on your configured shipping rate settings.
   • Manual: Manually specify the shipping cost.
   Change the website that is associated with the quote

   In the Website field, select a website to associate with the quote.

   Configure autopay for the associated subscription

   Use this process to configure if payment attempts for the related subscription must occur automatically. This setting supersedes the autopay setting that is currently configured on the subscription. For more information, see Autopay.

   In the Autopay section, turn on the Override autopay toggle, and then select the Enable autopay checkbox.

   Edit or add items to the quote

   1. Select from the following:

      Add items

      1. Under the items that are included in the quote, press Add another product and plan.
      2. In the Product dropdown, select a product.
      3. In the Plan dropdown, select a pricing plan.
      Change a product

      On the product, in the Product dropdown, select another product.

      Change pricing plan

      In the Plan section, press Change plan, then select a plan.

      Change quantity of an item

      In the plan or product, in the Quantity field, enter a new quantity.

      Edit plan information

      This option is only available for subscription items.

      1. On a quote item, in the Plan section, press Edit plan.

      2. Press Plan info.

      3. In the Name field, enter a name to display on receipts and invoices.

      4. In the Currency dropdown, enter the currency to use for this quote.

      5. Under Type, select one of the following:

         • To change the plan to a trial only plan: Select Trial only.
         • To change the plan to recurring plan: Select Subscription.
         • Change the plan to a non-recurring quote: Select One-time.

      6. Press Save.

      Edit pricing

      1. On a quote item, in the Plan section, press Edit plan.
      2. Press Pricing.
      3. In the Pricing formula dropdown, select a custom pricing formula. For more information, see Pricing formulas.
      4. In the Price field, enter the price.
      5. Optionally, specify maximum and minimum quantities.
      6. Press Save.
      Edit trial and setup settings

      Use this option to edit the trial and setup settings for this quote.

      This option is only available for subscription items.

      1. On a quote item, in the Plan section, press Edit plan.
      2. Press Trial and setup.
      3. In the Trial section, to configure a custom trial period, select Activate trial, then specify the trial period length and total price. For a free trial, in the Trial price field, enter 0.
      4. In the Setup section, to configure a custom setup fee, select Activate setup, then specify the setup fee amount.
      5. Press Save.
      Remove an item

      On the item, press .

   Specify payment terms & signature

   1. To display payment terms to the customer: In the Payment terms & signature section, enter terms.
   2. Optionally, to display a signature line on the printed quote: Select the Include a signature line checkbox, then enter a signatory name to print on the signature line.
   Specify quote acceptance conditions

   In the Acceptance section, specify the condition that must be fulfilled for the quote to be accepted. Select from the following:

   • Payment: To accept the quote, the customer must pay the full amount of the quote.
   • Pay later: The customer can accept the quote and pay later.

6. Press Save quote.

Filter quotes

Use this process to filter quotes in a data table segment based on specific criteria. For example, you can filter quotes by customer ID, accepted time, status, and more.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Quotes.
4. At the top of the table, press Filter .
5. Select a filter, then press Apply.
6. To add more filters, press Add filter.

Issue a quote

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables.
3. Press Billing, Quotes, then select an issued quote. In the right of the page, in the Quote details section, press Issue quote.

Issued quotes

The following actions are available for issued quotes.

Accept or reject a quote

Use this process to accept or reject an issued quote on behalf of a customer. When you accept a quote, a new order is created based on the quote. When you reject a quote, the quote is no longer valid, and the customer cannot accept the quote.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables.
3. Press Billing, Quotes, then select a quote.
4. In the right of the page, in the Quote details section, select from the following:
   • To accept the quote: Press Accept quote.
   • To reject the quote: Press Reject quote.

Cancel an issued quote

Use this process to cancel a quote that has been issued to a customer or potential customer. When you cancel a quote, the quote is no longer valid, and the customer cannot accept the quote.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables.
3. Press Billing, Quotes, then select an issued quote.
4. In the right of the page, in the Quote details section, press Cancel quote.

Collect a payment for a quote

Use this process to collect an amount due on an issued quote. When you collect a payment for a quote, the quote is marked as paid, and the customer can no longer accept or reject the quote.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables.
3. Press Billing, Quotes, then select a quote.
4. In the right of the page, in the Quote details section, press Collect amount due.
5. In the Amount due field, enter the amount to collect.
6. Select one of the following payment options:
   • Process with payment instrument: Choose this option to use the process the payment with the customers default payment instrument.
   • Paid outside Rebilly: Choose this option to register a payment that was processed outside the Rebilly product.
   • Pay with Rebilly hosted payment form: Choose this option to generate a hosted payment form URL to share with the customer.
7. Press Submit.

Recall an issued quote

Use this process to recall an issued quote so that you can edit the quote. When you recall a quote, the quote is returned to the draft status, and you can edit the quote.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables.
3. Press Billing, Quotes, then select an issued quote.
4. In the right of the page, in the Quote details section, press Recall quote.
5. To edit the quote, see Edit a quote.

Share a quote payment link

Use this process to generate a payment link for an issued quote, and then share the link with a customer. The customer can use the link to pay the amount due on the quote.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables.
3. Press Billing, Quotes, then select an issued quote.
4. At the bottom of the quote, press Get payment link.
5. Press to copy the link.
6. Share the link with the customer.

Share a quote with a customer

By default, quotes are sent to the customer's email address when the quote is issued. Use this process to share the quote link with the customer through other channels, or to resend the quote link. This process to generates a link to an issued quote so that it can shared with a customer. The customer can use the link to view the quote, and then accept or reject the quote.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables.
3. Press Billing, Quotes, then select a quote.
4. At the bottom of the quote, press Get quote link.
5. Press to copy the link, then share the link with the customer.

Quote when reactivating a subscription

When you choose to reactivate a subscription, a quote is created and issued as part of the process. For more information, see Reactivate a subscription.

View quotes

Use this process to view the details of a quote, such as: the quote number, the customer's name, the quote status, the quote amount, the expiration date, and the timeline of the quote. To filter quotes, see Filter quotes.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables.
3. Press Billing, the press Quotes. All quotes are listed.
4. To view quote information, or to edit a quote: In the ID column, press a quote.
5. Optionally, to view the timeline of the quote, scroll down to the Timeline section.