Quotations
Send a priced proposal on a public link and convert it to an invoice when accepted.
A quotation is a proposal. It carries prices but does not touch your ledger and does not ask for money. When the customer accepts it, you convert it into an invoice.
Navigate to Sales → Quotations.
Creating a Quotation
Click New Quote and fill in:
- Customer — a company from your customer list. The recipient contact is resolved from the company.
- Dates — issue date and expiry date.
- Line items — from your catalog or typed in, with quantities, rates, tax, and discounts.
- Terms and notes — scope, validity, payment conditions.
Save it as a Draft, or send it.
Quote Statuses
| Status | Meaning |
|---|---|
| Draft | Not sent. Editable. |
| Saved | Set aside to return to. |
| Sent | Emailed to the customer. |
| Accepted | The customer accepted on the public link. |
| Rejected | Turned down, marked on your side. |
| Converted | Turned into an invoice. |
| Expired | Past its expiry date. |
The Public Link
Every sent quotation gets a public link your customer can open without a Qyri account. On that page they can:
- read the full proposal — line items, totals, and terms;
- download the PDF;
- ask a question in a comment thread, which you see in your own copy in real time;
- Accept Quote.
The public page offers Accept, not Decline. If a customer wants to turn an offer down, they tell you and you mark the quote as Rejected from its menu — the link itself has no decline button. A quote that passes its expiry date is shown as expired and the accept button disappears.
Converting to an Invoice
Once a quote is Accepted:
- Open the quotation.
- Choose Convert to Invoice.
- The invoice opens with the customer, line items, tax, and totals already carried across.
- Set the due date and send it.
Converting creates a Draft invoice — nothing reaches your ledger yet. The invoice is only approved and posted when you send it.
Public Quote Links for Prospects
You can send a quotation to a company before you have any relationship with them. Adding the company to Customers is all that is required; no account is created for the recipient.