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Lesson 7 of 10 · ~6 minutes · Prerequisite: Lesson 6 — Tasks and projects

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What you’ll learn

  • How to create a quote in the three available formats
  • How to send it via public link and track views
  • How to convert it into a fattura elettronica (Italian e-invoice) sent to SDI

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The three quote types

Arya lets you choose between three formats:

Classic

Static, clean PDF in traditional offer style. Good for RFPs and formal requests.

Clauses

Contract with mandatory/optional clauses and qualified digital signature. For sales with legal terms.

Sales Room

Interactive web page with sections, video, pricing, FAQs, testimonials. For complex consultative sales.

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Create a quote

1

From deal or project

Open the deal (or project) → Quotes tab → + New quote.
New quote dialog with type and template selection
2

Pick type and template

Select Classic, Clauses or Sales Room. Choose a template or start from scratch.
3

Add line items

Pick products/services from the price list or insert free-form lines. For each line:
  • Quantity
  • Unit price (prefilled from the price list)
  • Discount (%, amount, or per row)
  • VAT rate (IVA; default 22%)
Totals with VAT update in real time.
4

Customise

Add notes, payment terms, offer validity, clauses (for Clauses) or multimedia sections (for Sales Room).
5

Generate public link

Click Publish. Arya generates a unique URL (e.g. arya.so/q/ab12cd34) you can send via email, WhatsApp or any channel.
Enable PIN protection if the quote is confidential: the customer must enter a code to access.

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Tracking

Every time the customer opens the link, Arya records:
  • When they opened it
  • Time spent on each section
  • Which videos they watched, which FAQs they expanded
  • If they accepted, rejected or requested changes
Status evolves automatically: Draft → Sent → Viewed → Accepted / Rejected / Expired.
Tracking panel with quote event timeline

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Convert to invoice

When the customer accepts:
1

Quote accepted

Arya notifies you and sets status to Accepted. If configured, the linked deal automatically moves to Won.
2

Convert to invoice

From the quote click Convert to invoice. Arya creates a new invoice with:
  • Customer data from the company
  • Line items, discounts, VAT from the quote
  • Automatic numbering in your series
3

Verify

Check that codice SDI or PEC of the customer are correct. Add payment data (IBAN, method).
4

Issue

Click Issue invoice. If the SDI integration is active (Acube, FatturaInCloud), Arya sends the XML file to the Sistema di Interscambio (Italy’s official e-invoicing hub). Otherwise the invoice stays in Draft for manual sending.
Confirm dialog for sending invoice to SDI

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Payments and schedule

Once issued, the invoice enters the payment schedule with its due date. When the customer pays:
  • Manual: from the invoice click Record payment, enter date and amount
  • Automatic: with bank integration active, Arya reconciles invoices with incoming bank transactions

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Verify

You created a quote in one of the three formats
You sent a public link (to yourself for testing is fine)
You know how to convert an accepted quote into an e-invoice

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Next lesson

Lesson 8 — Your first automation

Build a workflow: “deal won → create project + Slack notification + customer email”.