Quotes

Quotes let you provide pricing proposals to customers before committing to an invoice. Once accepted, a quote can be converted directly into an invoice.

Creating a Quote

1. Navigate to Sales > Quotes.
2. Click New Quote.
3. Fill in the details:
   • Customer — The contact or company receiving the quote.
   • Quote date — Date of the quote.
   • Expiry date — When the quote expires.
   • Line items — Products or services with pricing.
   • Notes — Terms, conditions, or additional context.

Quote Workflow

1. Create the quote in draft status.
2. Send it to the customer for review.
3. The customer accepts or declines the quote.
4. On acceptance, convert to invoice with one click.

Converting to Invoice

When a quote is accepted:

1. Open the quote.
2. Click Convert to Invoice.
3. Review the pre-filled invoice details.
4. Save and send the invoice.

All line items, customer details, and pricing carry over automatically.

Managing Quotes

From the quotes list, you can:

• Filter by status (Draft, Sent, Accepted, Declined, Expired).
• Search by customer name or quote number.
• Duplicate a quote to create a similar one quickly.