When the practice sends its quotation, the next-step panel in the conversation says Review the quotation.
Who can do this
An owner or editor of your workspace.
Read the quotation
Open Quotation in the conversation, or press Review quotation on the message that announced it. The quotation shows the included work, deliverables, exclusions, dates, the fee, taxes and when each payment is due. While it is open for your decision it is marked For review.
If the practice sent a revision, What changed says what is different. Every earlier version is kept.
Your options
- Accept quotation: accepts this version. Asiri asks you to confirm it is you before it goes through.
- Request changes: write What would you like to change? and press Send request. The practice can send a revised version.
- Decline: turns the quotation down.
Accepting does not take any payment. Payment is due under the agreement you both sign next.
What happens next
The practice prepares the agreement. Until it is ready, the next-step panel says The practice is preparing the agreement. You then review and sign it in the same conversation.
Common questions
"The quotation expired before I decided. What now?" An expired quotation can no longer be accepted. Press Start a new linked request to ask the practice for a new one.
"Can I accept part of a quotation?" No. Ask for changes, and accept the revised version.