What are Quotes?
Quotes allow you (the admin) to create and send service estimates to customers for jobs that require acceptance before booking.
Customers can review the quote online and accept or decline it. When a quote is accepted, it is automatically converted into a booking in MioCommerce.
Quotes is a powerful feature designed to help you engage and convert customers for services that can't be sold instantly through our E-commerce-style Live Pricing & Real-Time Booking Pages. Quotes enables more personalized interactions and tailored sales experiences, making it ideal for more complex offerings.
With this feature, you can now create and send customer-friendly Quotes in minutes, accurately price your services, and automate follow-ups to close more sales with ease!
When you need Quotes?
Quotes are a great fit when your service depends on visiting a location or specific job needs. Not every service fits a fixed price or instant checkout. Quotes were created to handle services where you need to:
Review job requirements
Customize pricing or labour time
Confirm scope before scheduling work
Instead of back-and-forth emails, Quotes give both you and your customer a clear agreement on price and scope before the booking is created.
Types of Quotes You Can Use
MioCommerce gives you two flexible ways to send quotes, depending on how your service is set up.
Quick Quotes
Best when you want to create a custom quote from scratch. Use Quick Quotes to:
Manually enter services, pricing, and options
Add frequencies, discounts, and labour time
Quickly respond to phone calls, emails, or special requests
It's ideal when you already know what to charge and just need to send a clean, personalized quote fast.
👉 See how to create a Quick Quote
Advanced Quotes
Best when you want to build a detailed quote or want to use your existing Advanced Booking Pages.
Use Advanced Quotes to:
Pull pricing, questions, and options from a Live Pricing & Real-Time Booking Page
Reuse your pre-configured service logic
Offer a guided quote experience with built-in choices
This is great when your services already follow a consistent setup and you want to send quotes with just a few clicks.
👉 See how to create an Advanced Quote
Benefits of using Quotes -
Send estimates fast — Create and share Quotes instantly via email or SMS, no forms or delays.
Offer more options — Add service frequencies and extras so customers can choose what works best.
Boost responses — Get notified when a quote is accepted or declined, with the option to edit and resend.
Encourage quick decisions — Use expiration dates and automatic reminders to drive action.
Stay organized — Track quotes by status: draft, sent, accepted, or declined.
Save time — Reminders are sent automatically, so you never miss a follow-up.
Convert instantly — Accepted Quotes become bookings without extra steps.
How Quotes work (from start to finish)
Not all services fit a “click-to-buy” model. When pricing varies by scope, materials, or time - Quotes give your business a structured way to align on cost and job details before scheduling.
You (the Admin) create a Quote for a customer or prospect
You define services, pricing, frequency, and terms
The Quote is sent by email and/or SMS
The customer reviews and responds
Accepted Quotes are automatically converted into bookings
You can create and manage Quotes from:
The Quotes section in the left navigation
Individual customer profiles
What Can You Add to a Quote?
A Quote can include:
Services and pricing
Service frequencies (one-time or recurring)
Line items and add-ons
Job descriptions and notes
Labour time
Discounts
Taxes
Images and file attachments
Terms and conditions
An expiration date
What happens after you send a Quote
Once clicked save & sent - Quotes are sent instantly to customers
Auto-reminders follow based on your settings
Accepted Quotes convert into bookings
Declined Quotes can be edited and resent
Admins are notified by email at each step
Quote reminders and expiration
You can:
Set an expiration date on a Quote
Enable automatic reminder emails
Reminder emails are sent based on your Quote settings.
What happens after a customer responds?
If a Quote is accepted
The Quote is marked as Accepted
A booking is created automatically
You receive an email notification
You can move straight into scheduling and dispatch
If a Quote is declined
The Quote is marked as Declined
The customer can provide a reason
You receive an email notification
The Quote can be edited and resent
Learn more about what happens after a customer declines the quote
Quote statuses
Each quote moves through different stages — from draft to accepted.
Here’s a quick view:
New Pending - Admin haven’t taken action yet on the quote request
Draft – You’ve started a quote but haven’t sent it yet
Sent – The quote has been shared with the customer
Accepted – The customer approved it, and a booking was created
Declined – The customer turned it down (with optional feedback)
Expired – The quote wasn’t accepted before the set expiration date
Expiring Soon – The quote is nearing its expiration date
When Quotes are most useful
Quotes are ideal when:
Services can’t be priced instantly
Jobs vary in scope or labour time
Customers need approval before committing
You want pricing clarity before scheduling work
What's next after sending a Quote?
Once you’re confident creating and sending Quotes, here’s how most businesses build on that momentum:
Manage bookings
Approved Quotes are automatically turned into bookings — make sure your team is ready to follow through.
→ Learn more: Booking OverviewFollow up on unanswered Quotes
Set reminders to gently nudge customers who haven’t responded yet. You can edit and resend if needed.
→ Go to your - Quote Settings under main "Setting" in the left menuTrack and manage Quote responses
Use the Quotes page to filter by status — see which Quotes are still pending, accepted, declined, or expired.
→ Learn more: Quote status meaningsSend Quotes faster next time
Use Advanced Booking Pages to pull in saved pricing and service options, so you can send professional quotes faster.
To explore the different types of Advanced Booking Pages and find the right fit for your service, click here.
👉🏻 Explore Quotes in our simulated environment
Practice creating, sending, and managing Quotes — all without touching your live data. → Try Live Tour😊