Handle Customer Responses
How to process when customers accept or refuse offers
When a customer responds to your offer, you'll need to record their decision in blinkpilot.
Accepting an Offer
When a customer agrees to your offer:
- Open the offer
- Click Accept
- Choose whether to create an order immediately
Create Order Option
When accepting, you can optionally create an order:
| Option | Description |
|---|---|
| Create Order | Immediately creates an order from this offer |
| Preparation Assignee | Assign someone to handle preparation |
| Preparation Due Date | Set when preparation should be complete |
Benefits of creating an order immediately:
- All offer details transfer automatically
- Customer information is linked
- Work can begin immediately
What Happens
- Offer status changes to Accepted
- If you created an order, it appears in your Orders list
- The offer shows a link to the related order
Refusing an Offer
When a customer declines:
- Open the offer
- Click Refuse
- Select a reason and add notes
Refusal Reasons
Choose from common reasons:
- Price too high
- Timeline not suitable
- Went with competitor
- Project cancelled
- Other
Why Record Reasons?
Tracking refusal reasons helps you:
- Understand why you lose deals
- Adjust pricing strategy
- Improve future offers
Offer Statuses
| Status | Meaning |
|---|---|
| Open | Waiting for customer response |
| Accepted | Customer agreed |
| Refused | Customer declined |
| Archived | No longer active |
Expired Offers
Offers past their "Valid Until" date:
- Show as expired in the list
- Cannot be accepted (customer needs a new offer)
- Consider duplicating and updating for a fresh offer
What's Next?
If the offer was accepted and converted to an order, learn about managing orders.