Help Center › Quotes & reservations
Sales
Quotes & reservations
Build quotes against live availability and rates, then move them through the pipeline to a signed contract.
Every rental starts as a quote. Strexada quotes are priced and availability-checked in real time, then flow through a four-stage pipeline: quote → reserved → confirmed → converted.
Building a quote
- Click New quote and choose the customer (credit availability shows inline).
- Pick an equipment class, quantity and rental window.
- Strexada's availability engine confirms free units for the full window — or shows the earliest date it can be satisfied — and the rate engine returns the billable breakdown (months/weeks/days).
- Review the estimate and Save quote.
The pipeline
- Quote — draft, no inventory held.
- Reserved — units held for the window; availability is decremented.
- Confirmed — customer approved; ready to convert.
- Converted — becomes a rental contract and moves to check-out.
Open any quote from the Quotes & reservations list to view its details and advance it — including one-click Convert to contract.
Availability held for 48 hours: a reserved quote holds inventory so a competing quote can't grab the same units. Configure the hold window in Settings.
Rates & discounts
Pricing comes from the rate rules on each class. You can apply line discounts and override rates on a quote where your role permits; the total recalculates instantly.