Send Quote

How to Send a Quote?

Sending quotes allows you to offer prospective tenants a detailed view of their expected charges — including their first move-in invoice and recurring monthly payments. You can also customize pricing to tailor the offer according to business needs.

Steps to Send a Quote

1. Navigate to the Lead Detail Page

  • Go to your Leads dashboard.

  • Click on the specific Lead you want to send a quote for.

  • This will open the Lead Detail Page.

2. Locate the Quotation Button

  • On the Lead Detail Page, find and click the Quotation button.

  • This will open the quote generation options.


Quotation Options Available

You can choose to send:

  • First Invoice Quote (Move-In Invoice) – Covers rent, deposit, and any other fees due at move-in.

  • Recurring Invoice Quote – Shows the ongoing periodic rental charges (e.g., monthly rent).

Both quotes can be sent individually.

Customize the Pricing (Optional)

If you want to offer special pricing (e.g., promotional discounts or negotiation adjustments), you can:

  1. Go to the Box Tab under the Lead.

  2. In the Box Information Section, click the Edit button.

  3. Modify:

    • Rental Price

    • Security Deposit

    • Admin Fee

This ensures that the quoted prices reflect the special terms you are offering.



You can also link Add-ons such as:

  • Insurance

  • Service plans

  • Merchandise (e.g., packaging material)

  • Discount

Simply add these from the Box Tab to include them in the quote, making it more complete and personalized.



Send Multiple Quotes

Need to send different pricing options?

  • StoRegister allows you to send multiple quotes to a single lead.

  • This helps you present different choices (e.g., different unit sizes, price packages) and increases the chances of conversion.


Final Step: Send the Quote

After preparing the quote:

  • Review the invoice details.

  • Click Send Quote to email it directly to the tenant.

  • The prospect will receive quote as an attachment with all details clearly listed.



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