Quote a lead who is not a client yet

You can send a professional quotation to someone who is not a client yet, a brand-new lead, without adding them as a company first. If they accept, IzzyTap creates their company workspace and owner contact for you.

When to use this

Use this whenever you want to quote a prospect you have just spoken to and who has no record in IzzyTap yet. There is no need to set them up as a company beforehand. The quote itself is enough to get things moving.

Send the quotation

1. Log in to your workspace.
2. In the left menu, under Finance, click Quotations.
3. Click New quotation to open the builder.
4. Fill in the recipient:
   • Recipient name
   • Company name (optional)
   • Email (for the accept link). Enter this carefully. The accept link is emailed to this address.
   • Phone (optional)
5. Choose the Primary service. This sets the terms and conditions that print on the quote.
6. Add your line items, each with a description, quantity, rate and a line kind. See Government fee, service charge or other.
7. Click Preview quotation to check the PDF exactly as the client will see it. See Preview a quotation before you send it.
8. Click Send quotation.

The Lead tag

In the Issued list, a quotation to someone with no company shows a grey Lead chip next to its status. That is IzzyTap telling you this quote is not linked to a company yet. Once the lead accepts, the tag goes away because they now have a company.

What happens if they accept

When the lead accepts and signs, IzzyTap automatically:

1. creates their company workspace and gives it a client code,
2. adds the person as the owner contact,
3. converts the quotation into an invoice,
4. emails them the invoice and a link to set up their portal login.

From then on they appear under Clients and Companies like any other client. See When a quote becomes an invoice.