Overview
Sending a quote is the final step in the quoting process, enabling sales teams to share a quote with prospects for review and acceptance. Turnstile supports two delivery options: an E-Signature flow in which both parties sign the quote to close the deal or a Checkout Page in which prospects accept the quote to close the deal. You also have the option to download your quote as a PDF by and send it directly to your prospect.
This guide will walk through the review and send quote workflow to ensure a smooth and secure transaction.
Review and Send Quote Workflow
To begin the reviewing process, click Review And Send in the top right corner. This will bring you to the Review Quote workflow. There are 3 steps to the Review Quote workflow:
1. Review billing
2. Set up quote delivery
3. Review quote
Step 1: Review billing
In this step, you will be able to review the billing terms set on the quote you created. Let’s go section by section:
Billing frequency defines how often your customer will be billed for the products/services outlined in the quote. Your options are monthly, quarterly, semi-annual and annual.
Invoice generation determines what date invoice creation is based on. Your options are “based on service start date” and “on the first of each month”
Note: If you choose “on the first of each month” the first invoice may have an adjusted total based on the number of days left in the billing period upon agreement
Service Start Date is when your customer will have access to the products/services outlined in the quote and will serve as the beginning of the billing period.
Note: If you selected “upon agreement” for your service date in the quote, the service start date will show empty
Invoice Provider determines where invoices will be issued from. Your options are manual, Turnstile and Stripe. Each invoice provider will have their own set of configurations you can toggle on or off:
Manual
Manual
Your team is responsible for manually issuing and managing all invoices
“Requires Review Stage” will require mandatory manual approval before issuing for each invoice if toggled on. If toggled off, invoices will not require approval before they are able to be issued. This is toggled on by default.
Turnstile
Turnstile
Turnstile’s invoicing system will issue and manage invoices on your behalf
“Requires Review Stage” will require mandatory manual approval before issuing for each invoice if toggled on. If toggled off, invoices will not require approval before they are able to be issued. This is toggled on by default.
“Automatically issue” if toggled on, this will allow Turnstile to auto-issue invoices to your customer on the projected issue date. If toggled off, invoices will need to be manually sent.
Stripe (requires integration)
Stripe (requires integration)
Turnstile will send and manage invoices in your Stripe account on your behalf
“Requires Review Stage” will require mandatory manual approval before issuing for each invoice if toggled on. If toggled off, invoices will not require approval before they are able to be issued. This is toggled on by default.
“Automatically issue” if toggled on, this will allow Stripe to auto-issue invoices to your customer on the projected issue date. If toggled off, invoices will need to be manually sent.
“Automatically charge” if toggled on, Stripe will attempt to charge your customer upon invoice issue if they have a payment method on file. If toggled off, the customer will need to initiate payment upon being issued an invoice.
“Credit or debit card” if toggled on, your customers will be allowed to pay for invoices with a credit or debit card. If toggled off, your customers will not be allowed to pay for invoices with a credit or debit card.
“Bank direct debit” if toggled on, your customers will be allowed to pay for invoices with ACH (USD) or SEPA (Euro) direct debit. If toggled off, your customers will not be allowed to pay for invoices with direct debit.
Billing contact information is where you choose where invoices and receipts for your customer are sent. This information also populates the "Bill to" section of all invoices for your customer with their company name, billing email, and billing address.
On the right side of the page, you will be able to preview the invoice schedule your customer will be billed on. If you make changes to the billing period, service start date, or invoice generation, this will automatically reflect in the invoice schedule.
Step 2: Set up quote for delivery
In this step, you will be choosing if your quote will be accepted via E-Signature or Checkout Page. Then you will select the delivery method as either Send Email or Share Link.
Send for E-signature
Send for E-signature
Select E-Signature
Review Signers and select your preferred "Signing Order" from the dropdown. If the signer is incorrect, you must "Return to Quote" to edit the contact. Optional: Preview the Signature Page
Select Delivery method: Send Email or Share Link
If you choose Send Email it will reveal a message editor where you can customize and preview your email before you send.
If you need to change the email recipient, you will need to Return to Quote and edit the contact.
Note: To ensure a consistent customer experience, try building a global email message template by going to Settings > eSign Email Settings. This will automatically populate in when sending E-Signature emails in the future!
Send a Checkout Page
Send a Checkout Page
This option is best if you are wanting to create a self-serve customer checkout experience.
Select Checkout page
Choose if payment information will be required from your customer at check out. If you select "yes", you will see the accepted payment methods you chose in your settings.
Note: You must have a Stripe integration in order to offer payment options other than "credit card". For more information on integrating your Stripe account, check out page on Integrations.
Select Delivery method: Send Email or Share Link
If you choose to Send Email it will reveal a message editor where you can customize and preview your email before you send. If you need to change the email recipient, you will need to "Return to Quote" and edit the contact.
Step 3: Review Quote
In this final step, you will review your quote to confirm everything looks correct, then click Send Quote or Publish quote depending on your delivery method.
From here, you will have the option to Track and Manage your quote. Clicking Track and Manage will return you to your sent quote and open the Event History side panel.
Recipient Reviews and Signs the Quote (E-Signature Quotes)
Once the recipient opens the email, they can view the quote and complete the signing process online. The remaining signer will be notified if the other party has signed over email, so that they can finish the signing process. After both parties have signed, each will automatically receive a finalized copy of the signed quote.
Note: If you need to resend the e-signature link to a customer, click "Copy customer signature link" at the top of the sent quote page.
Editing a Sent Quote
If you need to make a change to a sent quote, you can Retract quote to make changes. This will temporarily prevent any signing actions from taking place. Once changes are complete, you can resend the quote and optionally send another email notification. The link to the quote will not change so the user can sign from the existing link to the quote.
Configure Your Signing Experience
You can customize your signing process by visiting the eSign Email Settings page in your account settings. This optional configuration allows you to tailor the experience to your brand and workflow.
Signing Configuration Options
Signing Configuration Options
Set Signer Order:
By default, Turnstile does not enforce a signing order—either party can sign first. If needed, you can specify a required order, such as having the customer sign before your company, or vice versa.Customize Notification Email Text:
Personalize the email message your customer receives with the quote link. This allows you to match the tone and language of your brand while maintaining clarity and professionalism.Branded Email Preview:
Your logo is automatically included in the email. You can preview the full email on the same settings page to ensure everything looks exactly how you want it before sending.
Alternative: Download quote as PDF
To send the quote as a PDF directly to your customer, select the “...” icon in the top right corner of the Edit Quote page and select Export as PDF to download the quote. Once the quote is signed, you have the option to attach the contract and create a subscription in Turnstile.
Alternative: Finalize quote as subscription
If you choose to not send your created quote, you have the option to convert your quote to a subscription. To do so, select the “...” icon in the top right corner of the Edit Quote page and select Finalize as subscription. This action will redirect you to a subscription page with your quote details pre-filled.
Now you're ready to Manage your quote!