Quotes and Customer Acceptance
Build itemised quotes, send them for the customer to review and accept online, collect a deposit if required, and continue straight into a job or invoice.
Available · Last updated 18 July 2026
The business problem
Quoting by email or paper makes it hard to track what's been sent, what a customer agreed to, and whether a deposit has actually come through before work starts.
How KookaCRM solves it
Quotes in KookaCRM are itemised — line by line, with quantities and pricing — and can be sent to a customer to review and accept online. Where a deposit is required, it is collected as part of the acceptance flow. Once accepted, a quote can be converted straight into a job and, later, an invoice, without re-entering the details.
When to use this
- Work needs to be priced and agreed before it starts
- You want a clear, timestamped record of what a customer accepted
- A deposit needs to be collected before work is scheduled
Suitable business types
- Trades quoting jobs of varying scope
- Cabinet makers and custom installers pricing bespoke projects
- IT support providers scoping project work outside a standard agreement
How it works
Staff build an itemised quote with line items, quantities and pricing, then
The quote is sent to the customer to review online, then
The customer accepts the quote, and pays a deposit if one is required, then
The accepted quote is converted into a job and, when work is complete, an invoice
What KookaCRM creates
- Quote
- Job
- Invoice
How it connects with other features
- Quotes commonly originate from Website Enquiry Forms or Smart Quote
- Accepted quotes flow into Jobs and Field Dispatch for scheduling
- Final billing is handled through Invoices, Payments and Receipts
Example use cases
- A tradie sends an itemised quote for a bathroom renovation and the customer accepts and pays a deposit online
- A cabinet maker quotes custom joinery, then converts the accepted quote into a job once materials are ready
Setup requirements
- Quotes is enabled by default; no separate setup is required to start creating them
- Configure deposit requirements per service if you want a deposit collected on acceptance
Related guides
- Pricing and Sales Workflows
Quote acceptance to deposit and final invoice workflow
How an accepted quote leads to a deposit invoice, scheduled work as a job, and a final invoice for the remaining balance once work is complete.
- Finance and Payments
Invoices, Payments and Receipts
Create invoices from jobs or quotes, take online or manually recorded payments, and issue receipts — with GST shown clearly on every document.
- Customer Entry Points
Smart Quote
A guided public quote request that uses AI-assisted analysis to help triage and classify jobs, while your own pricing rules — not the AI — decide the pricing outcome.
- Pricing and Sales Workflows
Website enquiry to quote workflow
How a public website enquiry becomes a lead, then a priced quote the customer can accept online before it turns into a job and an invoice.