Price quotes

If managing orders with OnSinch, you can distinguish between confirmed and open orders and those awaiting the client's decision by utilizing the price quote status.

Go to Work Orders Price quotes to see a list of all your price quotes.

When creating a new order you can set it as a Price quote. Price quote has a special status:

  • The price quote is pending the client's approval and needs to be either confirmed or declined (archived).
  • Shifts from price quote are not visible to staff members and they cannot sign up for positions.
  • Data from Price quotes are not calculated in the statistics finance page.


Generating  price quote PDF

Price quote in PDF can be generated from order page and sent to a client. You can choose from several document templates.

You can also customize the document visuals in Settings → Document settings → Price quote tab.

✔️Once admin confirms the price quote, it becomes a regular open order, and positions are set as open and ready to be filled with staff members.

❌Archived quotes are kept in the system for historical record-keeping purposes.