Inbox & follow-ups·Setup5 min read

Build your first quote

Use the quote builder: add line items, pull in your services, set a deposit, write your payment instructions, and add a due date before you send.

In this guide

Open the builder
Add your line items
Set a deposit
Add your payment instructions
Set a due date
Send it
Tips
See also

A clear quote is often the difference between "let me think about it" and "yes, let's book." Yesoma's quote builder turns a conversation into a tidy, itemized quote with your deposit and payment instructions baked in, in about a minute. This guide is about building the quote itself; for what happens after you send it (acceptance, invoice, getting paid), see Send quotes and invoices.

Open the builder

From an inbox case, or from the Quotes page, click New quote. If you start it from a case, the customer is already attached, so you go straight to the line items.

Add your line items

Each line is one thing you are charging for: a service, a package, a product, or a fee. For each line you set a description, a quantity, and a price, and Yesoma totals it for you. Add as many lines as the job needs.

If you set up services in your Business Brain or onboarding playbook, your common offerings are there to drop in, so you are not retyping "bridal trial, $X" every time.

Set a deposit

If you take a deposit to hold the booking, set it on the quote (a fixed amount or a portion of the total). The customer sees clearly what is due now to lock the date and what is due later.

Add your payment instructions

This is the field that makes the quote actually collect money. Yesoma does not process payments for you; instead you write, in plain language, exactly how you want to be paid:

"Pay via mobile money to 024 000 0000 (Jane's Studio)"
"Bank transfer to Acme Co, account 12345678, sort 00-00-00"
"Card or cash on the day; bank transfer to hold the date"

Whatever you type here shows on the invoice the customer sees, so they know precisely how to pay.

Set a due date

Add a due date (and a deposit-due date if you took one) so the timeline is unambiguous. This is also what powers automated follow-ups, so a quiet quote gets a polite nudge instead of being forgotten. See Set up automated follow-ups.

Send it

Send the quote and the customer gets a clean, mobile-friendly page where they can review the lines, accept, and see your payment instructions. When they accept, it becomes an invoice; when the money lands, you click Mark as paid and the case flips to Won.

Tips

Keep line descriptions in the customer's words, not your internal shorthand.
If you are not ready to commit to an exact number, a "starting from" line plus a note ("final quote after the site visit") still moves things forward.
Re-use is your friend: once your services are in the Business Brain, every future quote is mostly clicking.