# Create and send a quote

_Step by step of the Quote: customer or lead, pets, services and custom items, discount and pickup and delivery, validity, operator code, sending by WhatsApp or link and what the pet owner sees to accept or refuse._

> **💡 Tip**
>
> Use the **7-day** validity as the default and, if the pet owner does not reply, resend the link from the panel instead of creating another quote. A short deadline creates urgency and keeps the frozen price from drifting away from your table.

A **Quote** is the price proposal you put together for a customer (or for someone who is not even registered yet) and send on WhatsApp before booking. It gathers services, plans and custom items for one or more pets, freezes the price for the validity period you choose and generates a **link** where the pet owner accepts or refuses on their own. When they accept, the quote becomes a booking in one click. A quote **does not create an invoice or a charge**: money only comes in when the service is booked and done. To follow everything that was quoted, the funnel and the conversion, see [Track and convert quotes](/en/operacao/orcamentos/acompanhar-e-converter-orcamentos/).

## How many quotes do you lose without a reply?

![The quote that stays in the chat is the sale your competitor closes.](https://help.tec.pet/_md-assets/criar-e-enviar-um-orcamento__comercial.jpg)

**A price in a voice note does not close**

**The quote that stays in the chat is the sale your competitor closes.**

> Whoever sends an organized price, with a deadline and an accept button, gets the yes faster.

The pet owner asks the price of bath and grooming for both pets, you work it out in your head, reply with a voice note and the chat disappears among fifty others. Days later nobody remembers the agreed value, the promised discount or whether they ever replied. Every quote lost that way is a booking that did not happen.

With tecpet's Quote, you build the proposal in four steps with the prices of your own table, set the validity and send a link on WhatsApp. The pet owner sees everything organized, accepts or refuses with a reason, and you follow on the panel who opened, who accepted and who stalled. Accepted? It becomes a booking in one click.

- **1 link**: for the pet owner to accept without calling
- **7, 15 ou 30 dias**: of validity with a frozen price
- **1 clique**: to become a booking

> ⚠️ **O custo de não usar:** Without a record, a quote turns into forgetting: the price changes, the pet owner vanishes and you do not even know how many sales slipped away this month.

👉 [I want to send quotes that close](#_top)

_It lives in the More actions menu, on any screen. The pet owner needs no login to reply._

## Step 1: Open the More actions menu and click Quotes

On the [top bar](/en/primeiros-passos/menu-superior/), click the **three dots** button (tooltip **More actions**), the first one in the icon row. In the menu that opens, click **Quotes**. This works from any screen. The **Quote** window opens with four steps on the side: **CUSTOMER**, **PETS**, **ITEMS** and **OUTCOME**. At the top, the segment tabs (**Pet Shop**, **Clinic**, **Daycare/Hotel**) define which catalog the services come from.

Other ways to get there: on the customer profile, the **Quotes** tab has the **New quote** button (already filled with the customer and the pets); on mobile, the **Quotes** item lives in the corner menu.

![Top bar with the More actions menu open, showing the options Search slots and Quotes](https://help.tec.pet/_md-assets/menu-superior__mais-acoes.png)

## Step 2: Pick the customer

In the **CUSTOMER** step, type at least **3 characters** of the name, tax ID or phone in the **Search by name, CPF or phone** field. The list shows the customers found, with their phone and pets. Click the customer to select them: they show up in a card with a **Switch** button in case you want to change. Then click **Next**.

![Customer step of the quote with the search filled, the customer found and, last, the Unregistered customer option](https://help.tec.pet/_md-assets/criar-e-enviar-um-orcamento__passo-cliente.png)

## Quote for someone who is not a customer yet

The last row of the search is always **Unregistered customer**. Use it when the person asked for a price at the counter, by phone or on WhatsApp and has no record yet. In this mode you only fill in:
- **Name***: the person's name;
- **Country code** and **WhatsApp***: the number that will receive the quote (WhatsApp is the delivery channel, so it is required);
- **Origin**: where the request came from: **Counter**, **Phone**, **WhatsApp** or **Website**. It feeds the **Lead origin** filter on the panel.

The **Search customer** button goes back to the registered customers search. Once saved, a quote for an unregistered customer can become a real record with **Turn lead into customer** (see the tracking article).

![Customer step in Unregistered customer mode, with the Name, Country code, WhatsApp and Origin fields](https://help.tec.pet/_md-assets/criar-e-enviar-um-orcamento__cliente-sem-cadastro.png)

## Step 3: Check the pets

The **PETS** step shows one card per pet of the customer, with **Name**, **Status**, **Breed**, **Size**, **Coat** and **Weight** read-only: the price of each service comes from the pet's record, so you cannot simulate another size here. Tick the box of each pet that goes in the quote (it can be more than one) and click **Next**. If a pet is missing, register it on the [customer profile](/en/operacao/clientes-e-pets/cadastrar-e-editar-pet/) and come back: it shows up in this list.

For an **unregistered customer**, you type the data of each pet: **Species***, **Name*** and, depending on your price table, **Size*** and **Coat*** or **Breed***. The **Add another pet** button includes one more.

![Pets step with the card of the pet Thor, the read-only data and the selection box](https://help.tec.pet/_md-assets/criar-e-enviar-um-orcamento__passo-pets.png)

## Step 4: Choose services, plans and items

In the **ITEMS** step the segment catalog shows up in tabs: **Plans and packages** first (only when there is a plan with a service from that segment) and then the shop's **service categories** (Bath, Grooming, Add-ons...). Each row shows the **price for the selected pet**. Click the row to include it; a **quantity** counter appears to repeat the same service. The **Search service** field filters by name.

With **two or more pets**, the **All pets** / **Per pet** switch appears:
- **All pets**: ticking a service includes it for every pet that has a registered price, and the row shows the sum;
- **Per pet**: pick the pet on the chips and tick only what applies to it. If you tick the same service for a second pet, tecpet asks **Merge into equal services?**.

Plans and packages go in through their card; **Unavailable for this pet** means there is no price for its size or breed.

![Items step on the Bath tab, with the services Bath and Hygienic grooming ticked and the quantity counters](https://help.tec.pet/_md-assets/criar-e-enviar-um-orcamento__passo-itens.png)

## Custom item

The **Add item** button creates a charge that **is not in the service table** (an urgency fee, a product, a trip). Fill in **Item name***, **Unit value (R$)*** and **Quantity** and click **Add**. The item is valid only for this quote and is not tied to a pet. In the outcome it shows up with an **Edit** button.

![Add item window with Item name, Unit value and Quantity filled in](https://help.tec.pet/_md-assets/criar-e-enviar-um-orcamento__item-avulso.png)

## Step 5: Review the outcome

The **OUTCOME** step shows the **Summary** with customer, pets, the items (grouped by pet when the choices differ) and the totals: **Subtotal**, **Discount**, **Pickup and delivery** and **Total**. Below, the **Quote validity**: **7 days** (default), **15 days** or **30 days**. After that period the quote expires and the pet owner needs to ask for a new one, because prices may change. On the right, under **Send to**, is the WhatsApp that will receive the link; **Switch** (or **Inform**, if the customer has no number) changes the phone **for this send only**, without changing the record.

![Outcome step with the items summary, the totals, the 7-day validity and the Send to block](https://help.tec.pet/_md-assets/criar-e-enviar-um-orcamento__passo-desfecho.png)

## Discount and Pickup and delivery

At the top of the outcome:
- **Apply discount**: choose **R$** or **%** and enter the value. The discount applies **only to the subtotal** and cannot exceed it. In percentage, the window already shows how much it is in reais;
- **Add Pickup and delivery**: enter the transport value. It goes into the total **after** the discount, so the discount never reduces the pickup and delivery.

Both buttons become **Edit discount** and **Edit Pickup and delivery** once filled, with a **Remove** option.

![Apply discount window with the % option selected, 10 in the percentage and the preview of the value in reais](https://help.tec.pet/_md-assets/criar-e-enviar-um-orcamento__desconto.png)

## Step 6: Save or send

The bottom bar has three actions:
- **Save quote**: saves as a **Draft** and closes the window. Nothing has been sent yet;
- **Send**: saves and opens the send window right away (next step);
- **Discard**: closes without saving anything (tecpet confirms first).

Both to save and to send, tecpet asks for the **operator code** (4 digits) in the **Confirm quote** window. Whoever types the code is recorded as the quote's **attendant**, the same name that appears in the conversion by attendant report. The employee needs the permission to manage quotes.

![Confirmation required window asking for the operator code to confirm the quote](https://help.tec.pet/_md-assets/criar-e-enviar-um-orcamento__confirmar-codigo.png)

## Step 7: Choose how the quote reaches the pet owner

In the **Send quote** window pick the channel:
- **WhatsApp** (default): tecpet sends the automatic message with the link to the number shown. If the message cannot go out from here (unregistered customer, notification turned off or sending failure), the WhatsApp conversation opens with the text ready for you to send;
- **Copy link**: copies the quote address and marks it as **Sent**, without sending a message. Good to paste into a conversation that is already open.

After sending, the quote moves to the **Sent** status. When the pet owner opens the link for the first time, it changes to **Viewed**, and you follow that on the panel.

![Send quote window with the WhatsApp and Copy link options and the customer's number](https://help.tec.pet/_md-assets/criar-e-enviar-um-orcamento__enviar-orcamento.png)

## What the pet owner sees

The link opens **without login**, on the pet owner's phone, with the shop's name and logo. They see the status, the greeting with their name, the **Quote summary** per pet (items, subtotal per pet, discount, pickup and delivery and total) and the validity with the days left. The buttons are:
- **Accept quote**: the status becomes **Accepted** and the shop's panel is notified right away;
- **Talk on WhatsApp**: opens a conversation with the shop's phone, without changing the status;
- **Refuse quote**: asks for the reason (see below);
- **See full quote**: opens the **pre-invoice**, a printable sheet with all the items. It makes clear it is not a fiscal document and does not generate a charge.

If the quote has expired, the pet owner sees the notice and the **Request new quote** button, which tells the shop to requote.

![Public quote page on the pet owner's phone, with the summary per pet, the total and the Accept, Talk on WhatsApp and Refuse buttons](https://help.tec.pet/_md-assets/criar-e-enviar-um-orcamento__pagina-do-tutor.png)

## If the pet owner refuses

When tapping **Refuse quote**, the pet owner picks a reason: **Price too high**, **The deadline does not fit**, **Going somewhere else**, **No longer needed** or **Other reason** (with a field to explain). The reason is saved on the quote and appears on the panel and in the customer's history, so you understand what is holding sales back.

![Quote refusal screen on the phone, with the reasons for the pet owner to choose](https://help.tec.pet/_md-assets/criar-e-enviar-um-orcamento__tutor-recusa.png)

## The message that goes out on WhatsApp

The text sent is the **Send quote to pet owner** notification, in the **Finance** category of **Settings → Notifications**. The default says: *"Hi \{Pet owner name\}, we prepared quote no. \{Number\} worth R$ \{Value\}. Check the details and reply here: \{Link\}. This quote is valid until \{Validity\}."* with the **Open Link** button. You can edit the text and use the variables **Quote number**, **Quote value**, **Quote link** and **Quote validity**, plus the shop and pet owner variables. If you turn the notification off, sending falls back to manual mode (the conversation opens with the text ready). In shops on the official WhatsApp (Meta), the text must be approved as a template, like the other [automatic notifications](/en/configuracao/geral/notificacoes-automaticas/).

![Editing the Send quote to pet owner notification, with the linked Meta template, the default text and the variables](https://help.tec.pet/_md-assets/criar-e-enviar-um-orcamento__mensagem-padrao.png)

## How to edit or undo later

A quote can only be changed while it is a **Draft**, inside its own window, before saving and closing. Once sent, the way to change it is **Requote** (creates a new quote, with today's prices) on the [quotes panel](/en/operacao/orcamentos/acompanhar-e-converter-orcamentos/). There you also resend the link, record an acceptance or refusal made at the counter, turn an accepted quote into a booking and delete a quote that should no longer be valid.

> **⚠️ Heads up**
>
> **Copy link** already marks the quote as **Sent**, and **anyone who opens the link** (including you, to check it) changes the status to **Viewed**. If you want to know whether it was the pet owner who opened it, avoid opening the link from the shop itself.

> **⚠️ Heads up**
>
> A quote **does not generate an invoice, a fiscal document or a charge**, and does not talk to your ERP. The charge is only born when the quote becomes a booking and the service happens.

## What changes with your pricing model

### If your price is by size and coat
For an unregistered customer, the **PETS** step asks for the **Size** and **Coat** of each pet, and that is what tecpet uses to look up the price in your [service table](/en/configuracao/cadastros/criar-um-servico/). Sizes appear with their weight range (e.g. *Large, 15Kg ~ 20Kg*).

### If your price is by breed
For an unregistered customer, the **PETS** step asks for the **Breed** of each pet (the field only unlocks after choosing the **Species**). The price comes from the breed's row in your table; if the breed has no row of its own, tecpet uses the table's default price.

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_feature: orcamentos · atualizado em 2026-09-10 · fonte: https://help.tec.pet/en/operacao/orcamentos/criar-e-enviar-um-orcamento/ · tecpet Central de Ajuda_