We’ve all had that heart-sinking feeling when a biscuit falls apart in our tea, or we click the wrong button by mistake. But whilst a cup of biscuity tea is easy to fix, an accidental click upsetting things in your bookkeeping might not be. Fortunately, it just so happens that we’re always on a mission to minimise the risk of anything upsetting happening to your business accounts.
Our latest update means that as well as marking customer quotes as ‘accepted’ or ‘declined’, you can now change their status back to ‘pending’ if you ever need to. Now, get yourself a fresh brew, and we’ll talk you through it.
Quickly create customer quotes in Pandle
Our customisable quotes template lets you create and send out quotes quickly so that you can focus on scooping up work for your business.
The quote is sent to your customer and saved in Pandle, so that when you’re ready, you can accept or decline their quote, or convert it into a customer invoice with just one click.
You can review the quotes that you create and send by clicking Customers > Customer Quotes.
Here you’ll see a list of all the customer quotes you’ve created in Pandle, including a status indicator so you can see where everything is up to.
New quotes automatically show as ‘pending’ until you’re ready to change their status, and that’s where our new update takes centre stage.
Mark quotes as pending
Before the update you were only able to change to status of a quote to ‘accepted’ or ‘declined’.
Which is fine, until you change the status of a ‘pending’ quote by mistake, or the customer changes their mind about something. Because then you have a quote showing as either accepted or rejected in your records when it really shouldn’t be. That’s definitely not fine.
It makes it much more difficult to keep track of the quotes you need to follow up on, especially if there are other people in the business who also need to know what’s going on. Nobody should miss out on valuable work because of a rogue status-change confusing things, so our development team waded in with a solution.
From now on, you’ll find the buttons to change the status of a quote in our new drop-down ‘Mark As’ menu. Crucially, the new menu also includes an option to change a quote’s status back to ‘Pending’.
If your customer has a rethink and comes back with questions, or you change something by mistake, you can safely mark your quote back to a pending status, so you know what to follow-up once you’re ready. Now then, do you need a spoon to get that biscuit out, or shall we get the kettle on?