With your process and products in place, you can now turn opportunities into real commercial documents. In this step, you learn how quotations, templates, and email communication work together in Tribe. By setting this up properly, you ensure your team can send clear, consistent, and professional offers while reducing manual work in the quoting process.
Table of Contents
How to create and send quotations
Create and manage quotation templates
Configure standard e-mail texts
1. How to create and send quotations
You learn how opportunities turn into quotations and how products, pricing, and commercial terms come together in one document.
Creating a test quotation yourself helps you understand how everything connects in practice.
2. Create and manage quotation templates
Templates ensure quotations are consistent in structure, layout, and branding. They reduce manual work and help your team send professional documents every time.
3. Configure standard e-mail texts
Email templates support your quotation workflow by standardising communication. They ensure consistent messaging while saving time when sending quotations.
Quick Summary
By completing Step 4, you’ve connected your setup to real customer interaction. Now you finish by gaining insight into performance.
Continue to the next step: Gain insight into your sales performance