← Qivaro CRMQUOTES · CUSTOMER CONTEXT · MY DAY

A quote is a step.
Keep the next one clear.

Prepare the quote, record your review, and keep the next customer conversation attached. Qivaro connects quote work with the customer, the opportunity and a dated follow-up.

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Qivaro quote workspace with sample line items, CAD totals and self-review controls — Sample quote in the Qivaro interface. Names, amounts and tax are illustrative. View full size ↗

Build the quote from the details you know.

Add products or services, quantities, prices and discounts. New quotes default to Canadian dollars. Enter tax and delivery charges explicitly for the quote, then save a draft that you can return to.

Editable quote lines

Record the scope, quantity and price of each product or service.

Explicit tax and delivery

Keep quote-specific charges visible instead of relying on an unstated assumption.

Printable output

Download a printable HTML quote and use your browser’s Print or Save as PDF options.

Retained revisions

Keep earlier quote versions and review history when a requirement changes.

Review, present, follow through.

Prepare and review
Move your own quote from Draft into review, then record approval or rejection. Approval records your decision, not another user’s sign-off.
Record presentation
After you share the quote yourself, log its presentation in Qivaro and choose the follow-up date. Logging does not send the quote by email.
Act from My Day
The presentation creates a linked personal follow-up. Open your due work, record the next step and complete the task when it is done.
Record the response
Log acceptance or decline, or create a revised draft when the customer’s requirements change.

Know the context before the next call.

The customer timeline connects recorded quote activity with notes, opportunities and follow-ups. Keep the latest requirements alongside the next action, so a revised price is part of the same customer conversation.

Qivaro My Day showing a quote follow-up due today with fictional customer data — Sample My Day view. The follow-up is connected to the customer and quote. View full size ↗

Keep your own work organized.

Quotes and related CRM records are private to each account. Quote review is performed by the same user; there is no delegated team approval workflow. Adjustments to existing fields, workflows, dashboards and branding can be discussed with the Qivaro Team.

Explore included customization →

PRACTICAL QUESTIONS

What to know before you start.

Does Qivaro automatically email quotes?

No. Saving or logging quote presentation does not send an email. Share the quote yourself, then record its presentation and follow-up date.

Can I change the currency, tax or delivery amount?

New quotes default to CAD. Currency and quote charges are editable; enter the values appropriate to the quote.

Can I keep an older version?

Yes. Quote revisions retain snapshots and earlier version downloads.

What happens after I present a quote?

Logging presentation requires a follow-up date and creates a linked personal task. You can then record the customer response and continue the workflow.

Keep exploring Qivaro

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See whether Qivaro fits your quote process.

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A quote is a step.Keep the next one clear.