Quotes

Create and send professional quotes to clients, track their status, and convert accepted quotes into contracts or invoices.

Key Features

• Quote List: View all your quotes with status, total value, account, and expiry date at a glance
• Status Tracking: Follow each quote through its lifecycle — Draft, Sent, Viewed, Accepted, Declined, or Expired
• Line Items: Build quotes from custom items, catalog products, or pre-built packages
• Pricing Controls: Apply discounts (fixed or percentage) and tax rates to each quote
• Optional Items: Mark line items as optional so clients can see add-on choices
• One-Click Conversion: Turn an accepted quote directly into a contract or invoice
• Duplicate: Copy any existing quote as a new draft to speed up repeat work
• Filter & Search: Filter by status or search by quote number and title

How to Use

Create a Quote

1. Click New Quote in the top-right corner
2. Fill in the Title and select the Account (both required)
3. Optionally link a Project and Contact
4. Set a Valid Until date and choose a Pricing Tier (Retail, Pro, Wholesale, or Custom)
5. Add an intro message, payment terms, terms & conditions, and a closing message as needed
6. Click Save Quote

Add Line Items

In the right panel of the quote editor:

1. Click Custom Item to add a freeform line item
2. Click Product to pick from your product catalog
3. Click Package to add a pre-built bundle of products
4. For each item, set the name, type, quantity, unit price, and optional per-item discount
5. Check Optional to mark items as add-ons (they appear in the quote but are not counted in the total unless selected)

Send a Quote

1. Open a draft quote and click Send to Client
2. The quote status changes to Sent
3. When the client opens the quote link, it moves to Viewed

After Acceptance

Once a client accepts a quote:

• Click Convert to Contract to create a draft contract pre-filled with all quote details
• Click Convert to Invoice to create a draft invoice with all line items carried over

Manage the List

• Use the Status filter to view quotes by stage
• Click Duplicate on any row to copy a quote as a new draft
• Select multiple quotes and click Delete Selected to remove them in bulk

Tips

• Quote numbers are generated automatically in the format QTE-YEAR-NNNN
• Expiry dates shown in red indicate the quote has passed its valid date
• Optional items let you present upsell options without inflating the quoted total
• Tax rates are pulled from your configured tax rate list and applied only to taxable items
• A quote can only be converted once — the system prevents duplicate contracts or invoices from the same quote