# Quote builder

> Build quotes with products, discounts and a payment plan, send them on WhatsApp or by email as a link with a PDF, and track their status until the sale is reserved or closed.

Source: https://docs.watsi.ai/en/quotes/overview

**The quote builder puts together quotes with your products or properties, prices, discounts and a payment plan, and sends them to the customer on WhatsApp or by email as a link with its PDF.** Each quote has a status — draft, sent, accepted, reserved, closed, cancelled or expired — so you know where every sale stands, and the collections section tracks installments and payments.

> **Note**
  **The quote builder is being redesigned.** Some screens and names may change over the coming
  weeks; this guide describes the current flow.

## Create a quote

### Open Quotes
### Fill in the sections
    **Contact**, **Products**, **Pricing & discounts** and **Payment plan**. If your role allows it,
    also **Tax details** and **Contract** (in the simple editor they sit under **Advanced
    options**). Changes save automatically.
### Send it
    Click **Send quote** and choose **Send by WhatsApp**, **Send by email** or **Freeze and copy
    link**. Sending freezes the quote and delivers it in one step.

> **Tip**
  Use **Download PDF** to keep the file at hand. The prices of your [properties](/crm/properties)
  feed the quote builder.

> **Warning**
  If the [WhatsApp 24-hour window](/chats/templates-24h-window) has closed, sending on WhatsApp
  requires a Meta-approved quote template.

## Track the status

The list filters by active, drafts, sent, expiring soon, expired, accepted, reserved, closed, cancelled and all, and you can search by reference number, customer or unit.

From each quote you can mark it accepted, reserve the unit, mark it closed, cancel it, duplicate it or copy its link. For an expired quote you record how it ended: won or lost. **Prepare contract** generates the contract from your templates.

## What your customer sees

The link opens a page with the products, the payment plan, subtotal, discounts, taxes, total, validity and the PDF, in your workspace's customer-facing language. It has two buttons: **Pay now** (bank transfer or payment link) and **Talk to an advisor**, which opens WhatsApp with their agent. If the quote is cancelled, closed or expired, a notice shows instead.

## Quote settings

In workspace settings, **Quotes** has four tabs: **Sales schemes** (fixed amounts, percentages, installments and final payment), **Signature and legal note**, **Payment methods** and **Contract templates** (.docx files of up to 10 MB).

## Related

- [Properties](/crm/properties)
- [Contacts (CRM)](/crm/contacts)

## FAQ

### How do I send a quote to a customer on WhatsApp?

In Quotes, open the quote and click Send quote → Send by WhatsApp. The customer gets a link to their quote, with a downloadable PDF. If the WhatsApp 24-hour window has closed, the send needs a Meta-approved quote template.

### What does the customer see when they open the quote?

A page with the products, the payment plan, the subtotal, discounts, taxes, total and validity, the PDF, and the Pay now and Talk to an advisor buttons, the latter opening WhatsApp with their agent.