Sales Workspace

My Deals

Start a new quote, or pick up where you left off.

Fill in customer details, add EV chargers or services, then save to create a draft.

Create Quotation

Fill in customer details, add products, then review and save.

Step 1 of 3 · Customer Info33%

Fields marked * are required to continue.

How quotes work

After saving, the quote starts as a Draft. Share it with the customer, then update its status as the conversation progresses.

1Fill in the customer name and phone (required)
2Add the products or services you're quoting
3Review totals and save — the quote is now ready to send

Once accepted, convert the quote to an invoice and track payments.