Quotes
Work in Progress
This documentation is actively maintained. Features described here may change as the platform evolves. Last reviewed: February 2025.
Quotes are formal price quotations sent to clients. They include line items, pricing, and can be exported as PDFs or sent directly via email.
Screenshot
Viewing Quotes
- Go to Sales > Quotes
- See all quotes with status, client, amount, and date
- Filter by status or search by quote number
- Click a quote to view full details
Screenshots Pending
Screenshots for this page will be added once the Production app pages are restored. The app is currently undergoing a codebase optimization.
Quote Statuses
| Status | Description |
|---|---|
| Draft | Being prepared, not yet sent |
| Sent | Sent to the client |
| Accepted | Client accepted the quote |
| Rejected | Client declined |
| Expired | Past the validity date |
Creating a Quote
- Go to Sales > Quotes
- Click New Quote
- Fill in the quote details:
| Field | Description |
|---|---|
| Client | Select the client |
| Quote Date | Date of the quote |
| Valid Until | Expiry date |
| Subject | Quote title or reference |
| Notes | Additional terms or notes |
Adding Line Items
Each quote has one or more line items:
| Field | Description |
|---|---|
| Description | Product or service description |
| Quantity | Number of units |
| Unit Price | Price per unit |
| Tax (%) | Tax percentage |
| Discount (%) | Discount percentage |
The system automatically calculates:
- Line total = Quantity x Unit Price - Discount + Tax
- Subtotal = Sum of all line totals
- Total = Subtotal with applicable taxes
- Click Save to create as draft, or Save & Send to send immediately
PDF Generation
Quotes can be exported as professional PDF documents:
- Open the quote detail view
- Click Download PDF or Send to Client
- The PDF includes company branding, line items, totals, and terms
Sending Quotes
To send a quote to a client:
- Open the quote
- Click Send
- The system sends the quote PDF to the client's email
- Quote status changes to Sent
Duplicating Quotes
To create a similar quote quickly:
- Open an existing quote
- Click Duplicate
- A new draft is created with the same line items
- Edit as needed and save
tip
Use the duplicate feature when creating similar quotes for different clients — it saves time on entering line items.