---
title: "Using the FunnelFLARE Quote System"
canonical: "https://funnelflare-engagement-center.refined.site/space/STARTTHEFIRE/170131816/Using%20the%20FunnelFLARE%20Quote%20System"
format: markdown
---
In FunnelFLARE you can easily generate quotes, send quotes to prospects, and provide acceptance capabilities.

 

## Basics

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A Deal is defined by a set of products and services for a given prospect. You can generate quotes from within the deal interface. The quote combines the commercial details of the given deal.

A Quote has a **Status** that changes based on the engagement. All quotes start in **Draft** status. Once a quote has been sent to a prospect, the status automatically changes to **Sent**. Once a quote has been accepted by a client, the status changes to '**Accepted**.

 

Step 1: Add products to your deal and save the deal

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Step 2: Create a new quote from the quote tab

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The Quote will be generated based on the existing products on the deal.

![image]()

You can change the quantities and/or products for the quote, this will not impact the Deal.  

 

 

 

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1. Preview Quote
2. Download Quote PDF
3. Send Quote

 

### Quote Templates

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All quotes are sent as PDF attachments in an email. The design and structure of the PDF file are defined in a quote template:

 

![image]()

 

In the PDF Quote Builder, you can add dynamic terms to the quote header and footer

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For your quote template, be sure to add an 'accept' button.

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This is a button with the following configuration

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%QUOTE.ACCEPT_URL%

 

### Quote System Pages

There are two system pages that are used in the quote system.

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![image]()

### The Quote Accept Page

When a quote is sent to a prospect, the dynamic term **%QUOTE.ACCEPT_URL%**, if the quote has not been accepted yet, the dynamic term resolves to the Quote Accept page. This page is only viewed once by a prospect. When the link is clicked the quote status changes to **Accepted**. You can customize this page to provide a dynamic message that lets the prospect know the quote has been accepted.

 

**The Quote View Page**

The quote view page can either be accessed by embedding the **%QUOTE.VIEW_URL%** in an email. All visits to the **%QUOTE.ACCEPT_URL%** page after the quote is in the **Accepted** status will direct to the Quote view page. All visits to the link generated by the **%QUOTE.ACCEPT_URL% **by a user of your account will direct to the Quote View page, leaving the quote in the current status.