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  3. /How do quotes and proposals work?
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Customer Opportunities

Respond to requests, prepare quotes, and communicate with customers.

Customer Opportunities

How do quotes and proposals work?

A quote records the professional's proposed scope and pricing context for your request.

NexSara SupportUpdated 2026-08-286 min read

Steps

1

Review the request

Confirm the service need and relevant details.

2

Review or prepare the quote

Use the quote tools available for the request.

3

Confirm next steps

Keep important changes and acceptance in the NexSara workflow.

What happens next

NexSara shows the current state and the actions available for your account.

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