Quotes
Send professional quotations to potential customers and convert them to invoices when accepted.
Overview
The quotes section lets you create, send, and track quotations. Quotes follow a similar workflow to invoices but are non-binding estimates.
Creating a quote
- Go to Quotes > New Quote
- Select or create a customer
- Add line items with descriptions, quantities, prices, and VAT rates
- Set a valid until date (how long the quote is valid)
- Add optional notes
- Click Save
The quote form is similar to the invoice form — if you know how to create an invoice, you already know how to create a quote.
Sending a quote
- Open the quote detail page
- Click Send
- Review the email preview
- Click Send to deliver it to your customer
The quote PDF is attached to the email for the customer to review.
Quote statuses
| Status | Description |
|---|---|
| Draft | Created but not sent |
| Sent | Delivered to the customer |
| Accepted | Customer accepted the quote |
| Rejected | Customer declined the quote |
| Expired | Past the valid-until date |
| Invoiced | Converted to an invoice |
Convert to invoice
Once a customer accepts your quote, convert it to an invoice with one click:
- Open the accepted quote
- Click Convert to Invoice
- Review the pre-filled invoice (all line items carry over)
- Make any adjustments if needed
- Save and send the invoice
Quote requests
Customers can submit quote requests through your business page. These appear in Quotes > Requests.
Managing requests
Each request shows:
- Customer name and email
- Requested service or description
- Date submitted
- Status
Request statuses
| Status | Description |
|---|---|
| New | Just received, unreviewed |
| Reviewed | You've read the request |
| Quoted | You've sent a quote in response |
| Closed | Request resolved (accepted or declined) |
Responding to a request
- Open the request
- Click Mark as Reviewed after reading
- Click Create Quote to generate a quote for this customer
- The quote is pre-filled with the customer's information
Bulk actions
- Send — Send multiple quotes at once
- Archive — Move quotes to archive
- Delete — Remove quotes
Tips
- Quote request metrics (received, quoted, closed) are shown at the top of the requests page
- Use the quick-add feature for rapid quote creation
- Quotes can link to projects for better tracking