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Create a Quote

To create a new Quote, go to Billing > Quotes and click + Create Quote. Steps:
  1. Choose a Customer and a Plan.
  2. Fill in the Quote details:
  3. Subscription Settings: If enabled, Meteroid will automatically create a Subscription once the Quote is signed by all the required recipients (cf. below). For more details (e.g susbcription dates, billing configuration), refer to the Creating a Subscription section.
💡 Note: If disabled, Account Managers can always create a subscription from a specific quote by clicking Actions > convert to subscription.
  1. Recipient(s): Choose who should receive and sign the Quote. If you select multiple recipients, the Quote will only be considered accepted once all recipients have signed.
Once the required fields are complete, click Create Quote in the upper right.
  • Quotes are created in Draft status by default.
  • To move the Quote to Pending status and send it to recipients, click Actions > Publish Quote.
If needed, you can resend the Quote to Customers by:
  • Clicking Actions > Send to Customer
  • Clicking Actions > Generate portal link
  • Clicking on a given quote and copy-pasting the portal link from the Recipient section and sending it manually.
Once signed by all recipients, the Quote will move to the Accepted status.

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Signature

Meteroid provides a built-in signature feature. The recipient simply enters their name and signs in the dedicated section to validate the Quote. 💡 Note: Meteroid’s built-in signature featrue **does not have probative legal value **but serves as a lightweight, easy-to-use confirmation step. 📌 Note: Meteroid is continuously expanding its integration library to better support your workflows. If your organization requires integration with a third-party e-signature provider that is not currently available, feel free to contact us at 👉 [email protected]

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Manage Quotes

In Billing > Quotes, you’ll find an overview of all created Quotes, along with their current status (Draft, Pending, Accepted). This gives your team full visibility on deal progress and pending customer actions.