Offers

Learn how to create, manage, and send professional offers to your customers

Offers are the starting point of your customer relationships in blinkpilot. This section covers everything about creating and managing offers.

What is an Offer?

An offer (quote) is a formal proposal you send to potential customers. It details:

What services or products you'll provide
Pricing, quantities, and discounts
How long the offer is valid
Where the work will be performed

Offer Lifecycle

Create → Send → Customer Response → Accept/Refuse
                                        ↓
                              Convert to Order (if accepted)

Key Features

Professional PDF generation - Automatically create branded PDF documents
Email delivery - Send offers directly from blinkpilot
Status tracking - Know which offers are open, accepted, or refused
Validity alerts - Get notified when offers are about to expire
Duplicate offers - Quickly create similar offers for recurring work

In This Section

Create an Offer - Step-by-step offer creation
Send to Customer - Email delivery options
Handle Responses - Accept or refuse workflows
Manage Offers - Edit, duplicate, and organize

Quick Tips

Be specific - Detailed offers lead to fewer misunderstandings
Set realistic validity - 14-30 days is typical
Use segments - Estimate work segments for better scheduling later
Add internal notes - Document customer conversations for your team