A workshop checks five prices before sending one. If every try used up a number, the year would end with holes in the record that nobody can explain. A draft is free; an offer is a document.
What the customer sees: your letterhead and logo, his own details, the product, the quantity, the price each and the total, and the day the offer stands until. What he does not see: the parts, the materials, the rates, the overhead and the profit. That is your estimate, and it cannot land on that paper by accident.
An offer that has gone out cannot be changed. The customer is holding that exact number — if its meaning changed, two papers would contradict each other and nobody would know which one holds. A new offer is a copy, and a copy gets its own number.
That same copy is the answer to the January price review: open last year’s product, choose the material again and see what the price says today. Rates do not follow quietly — otherwise nobody would afterwards know what actually changed.
A customer is a record, not a line of text. Under his card are his estimates with the date, the price and what became of them — and his own approved rate, which answers what a list cannot: who actually buys, and who only ever asks the price. For twenty years that was a feeling.
No, and that is deliberate. You copy it; the copy is a draft with its own number, and the paper with the customer stays as it was.
No. Only offers that were approved are counted, and the rate is taken out of the answered ones. An offer still waiting stands on its own and is not a refusal.
Price
€89 a month, VAT excluded. Fourteen days to try it, and the trial is the whole tool, not a cut-down version.
Start the 14-day trial →We count page views with Google Analytics. Nothing is stored on your device until you agree.