Learn about the quoting workflow in Turnstile. Quotes allow you to create customized proposals for prospects and existing customers, send them for acceptance, and automatically convert them into active subscriptions once signed or accepted.
What is a quote?
Quotes are estimated contracts for a company's products and services for prospects or returning customers. With Turnstile, you are able to customize quotes with great detail.
You can create a new quote from the homepage or from Quotes > Create quote.
How quoting works in Turnstile
Once you have created a quote, you will have the option to send the quote to your customer for e-signature or as a checkout page. You can track the quote through the event history tab on a quote.
If your organization uses quote approval rules, a quote that matches a rule must be approved internally before it can be sent.
After the quote goes through any internal approvals and all parties have signed the quote or the customer has completed checkout, the quote will become a subscription and a PDF of the contract will be created.