MioCommerce

A smarter way to quote and close more sales.

Quotes: What They Are and Their Benefits

Quickly generate professional quotes for your customers in just a few clicks

How to Create a Quick Quote?

Create structured, professional Quotes using your existing service setup.

How to create an Advanced Quote?

Easily update a Quote in just a few steps

How to edit a Quote?

Understand the different statuses of a Quote

What do the different statuses of a Quote mean?

Understand what your customer views, how the system responds, and what you can do next.

What happens after my customer declines a Quote?

Can customers receive automatic reminders after I send a Quote?

Control how long Quotes stay valid — and prompt customers to respond on time

How to modify expiration settings for Quotes?

Get clear agreement before the work starts

Requesting Signatures on Quotes

Quote Settings Overview

Eric Plamondon

Diego Arguedas

Philippe Drolet

Learn how to create, edit and send professional Quotes

Quotes

Blog

Feature Updates

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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