Quotations and work orders

A quotation states the price. A work order is the agreed version that your approver signs. Both use the same page design, online and in PDF.

What a quotation contains

• Issuer: LeeTech IM LTD with its address and VAT number.
• Document block: Quotation, Document Number (for example S00152), Document Date and Valid Until.
• Customer Information: your company, address, contact and VAT number when you have one.
• Charge Details: a table with #, Item, Ref, Hours, Rate and Amount. Section lines group the items.
• Totals: Subtotal, VAT and Total.
• Payment Terms: the payment schedule, one line per milestone with its amount including VAT, and the number of days to pay each invoice.
• Validity and Item Notes: what each item covers, numbered to the rows.

What a work order adds

The first pages repeat the quotation, titled “Work Order” with its number (WO-001, WO-002 and so on, numbered per client). When a contract applies, it is named on the line “Contract”. Then come two sections:

1. Scope of Work: the title, Deliverables, Not Included, Acceptance Criteria, the inputs Leeway needs from you, Focal Points, Timeline and Invoices.
2. Approval: your approver and Leeway’s lead, each with name, date and signature.

The payment schedule

Each work order carries a schedule of milestones, for example “50% on signature, 50% on acceptance”. The percentages always total 100%. The schedule is part of what you sign, and it drives the invoices. See Invoices and payments.

Accepting and signing

1. Open the work order link and read the PDF (Download PDF).
2. Send questions with Send a comment, or Decline if the work order should not go ahead.
3. Sign in one of two ways:
   • Sign: when Leeway has sent the work order for electronic signature, the button opens the signing page on sign.leeway-im.com. See Electronic signature.
   • Accept and Sign: otherwise, you enter your full name and sign in the browser, by drawing or typing your signature.

Signing approves the work order and shows a confirmation. The signed PDF is stored with it, and the first milestone invoice is issued.

Only an issued work order can be signed. A draft shows Download PDF only.

Odoo counterpart: Sales quotations, Quotation templates and Online signatures.