Quotes

Build a professional quote with groups, line items, formulas (M/M), VAT and discounts in minutes, then send it by public link or email. The status updates automatically when the customer views or accepts it.

Open quotes from the Quotes menu on your home. The list shows each quote’s title, total, last-edited date and current status on one line, with a trash button on the right to delete. Use the New quote button at the top right to start a blank quote, or start one from a deal or contact card to auto-link that customer.

Quote statuses

Draft Sent Viewed Negotiating Accepted Rejected Expired

• Draft — a quote you haven’t sent yet — edit it freely.
• Sent — set automatically when you send and a public link is issued.
• Viewed — set automatically the first time the customer opens the public link.
• Accepted / Rejected — set automatically when the customer taps accept or reject on the public quote.

Build a quote

1. Supplier & recipient — enter your details (supplier) once and they’re saved in this browser to auto-fill next time; a linked contact fills in company, contact, email and phone automatically.
2. Title — name the quote at the top (e.g. ‘System Build Quote’).
3. Groups & items — add a group (a bundle of items) and put items inside it with unit price, quantity, unit and description. The line amount (price × qty) and the group subtotal calculate live.
4. Formula groups — for lines computed from other groups’ subtotals — like overhead or engineering fees — use a formula group. Reference other groups as G1, G2 and use + − × ÷ and parentheses, and the result recalculates live.
5. Discount, VAT, valid until, notes — set a percent or fixed-amount discount, toggle VAT 10%, round subtotals, pick a valid-until date and add notes (payment, delivery, etc.).
6. Save & send — save to keep the quote, send to issue a public link.

Templates

Save frequently used line items as item templates. When adding an item, tap ‘from template’ to pick one, and paste ‘name, unit price, unit’ from Excel to bulk-add many at once. Save a whole quote’s structure as a form template to start your next quote from it.

Excel bulk-add format

• one item per line, separated by comma or tab.
• order is ‘name, unit price, unit’ — unit is optional.
• e.g. Dev M/M, 5000000, M/M

What the customer sees

The public quote URL looks like botn.app/q/<token> ; the customer views the quote without logging in and sees supplier and recipient details, items by group, totals, valid-until date and notes. If your workspace logo is set, it appears at the top of the quote.

The customer can print / save as PDF save the quote as-is, and tap accept or reject — the result flows back to the quote status (accepted/rejected) automatically, and if a contact is linked, a ‘accepted/rejected the quote’ note is added to that customer’s timeline.

How sending works

1. tapping Send opens a sheet for recipient email, subject and message.
2. with an email entered and a verified sending domain set up, it sends by email; otherwise it just creates a public link.
3. leave the recipient empty to only create a public link you can share yourself.