07 / Quote workflow

Create professional quotations without the scramble.

Build, revise, share and follow up on quotations with GST options and alternatives.

Try this in your business See the connected workflow

Self-guided showroom · No login required · Screenshots use safe demo data and are not a live editable sandbox.

Overview Customers Service calls Engineers Mobile Quotations Delivery Materials Reports

The business problem

Before the record is clear.

A repair decision often changes after inspection. Rebuilding a quote, finding the last revision and remembering which option the customer chose slows down the work.

Quote rebuilt from a spreadsheet
Alternatives buried in messages
Follow-up status lives in memory

The Navixo solution

Work that carries context.

Create, edit, copy and revise quotations with alternatives, commercial terms and GST-inclusive or GST-exclusive pricing. Export PDF or Excel, email when configured, collect secure approval and move follow-ups to Won or Lost.

A professional, searchable quote record
Decision and revision context together
Approved items ready for the next operational step

How it works

A practical handoff from office to field.

Follow the sequence that matches this module. Some jobs skip steps; the record stays connected where the workflow applies.

Desktop / office

01Open the quotation workflow from the customer or job context.
02Enter items, GST mode, terms and alternative options.
03Preview, edit, copy or create a revision.
04Export PDF or Excel and send through configured channels.
05Track follow-ups and record Won or Lost.
06Create eligible partial or complete handover items after approval.

Mobile / PWA

01Review a quote link on a supported phone.
02Read the option, terms and GST presentation.
03Use the secure approval path where configured.
04The office retains the decision in the quote workflow.

Actual software

Look closely at the work.

Use the device toggle where both captures are available. Open any image for a readable view.

Create quotation product screen with safe demo data. — **Create quotation**Quotation header and safe item-entry workspace with customer, specification, quantity and warranty fields.Engineer · public-safe demo capture

Edit quotation product screen with safe demo data. — **Edit quotation**Existing quotation revision workspace for safe specification and follow-up editing.Engineer · public-safe demo capture

Quotation item entry product screen with safe demo data. — **Quotation item entry**Repeatable quotation line-item entry with synthetic customer-facing selling rates, filled equipment names, make, model, quantity and warranty; purchase-cost and profitability controls are omitted.Engineer · public-safe demo capture

Quotation follow-up controls product screen with safe demo data. — **Quotation follow-up controls**Follow-up email form preview; no email is sent and the synthetic recipient remains an example address.Engineer · public-safe demo capture

Quotations follow-up list product screen with safe demo data. — **Quotations follow-up list**Quotation funnel list with synthetic customer-facing selling amounts; purchase-cost and profitability controls are omitted for the public showroom.Engineer · public-safe demo capture

Quotations product screen with safe demo data. — **Quotations**Actual quotations capture with safe demo data.Admin · public-safe demo capture

All public captures use demo information only. The showroom does not expose live customer records, tokens or internal routes.

Short screen demo

Watch this workflow in context.

Captioned screen walkthroughs use the same public-safe demo product. There is no live editable sandbox behind the player.

Quotations

How to create a quotation

Follow quote entry, revision context and the next customer decision.

Why it matters

Business value you can feel in the day.

Navixo is useful when it reduces uncertainty for the owner, office team and engineer — not because a menu exists.

Faster quote preparation
A visible revision trail
Less ambiguity about the customer’s selected option

Connected features

Keep exploring the record.

Quotation pricing is indicative of the configured GST mode. It is not a promise of online checkout or payment processing.

Ready to look closer?

Try this in your own business.

Request access, verify your email and wait for approval. Your 14-day trial begins after activation, not at the request stage.

Request a 14-day trial See indicative pricing