Quotes
Create the quote from the order, revise it with versions, record the client's answer, take an advance and turn it into an invoice or proforma.
How quotes work
What a quote is and how it links to the order.
Quote statuses: draft, validated, pending, confirmed
Draft, validated, pending, confirmed and more.
The quotes list and quote page
Where quotes live and what you can do there.
Create a quote
Make a quote from an order in a few clicks.
Edit a quote
Fix the active version without a new one.
How quote versions work
Keep every proposal under one quote number.
Create a new version of a quote
Send a new proposal and keep the old one.
Confirm or cancel a quote
Record the client's yes or no, or delete it.
Take an advance payment on a quote
Record a deposit before you invoice.
Convert a quote to an invoice or proforma
Turn the quote into an invoice or proforma.
Why can't I create or save a quote?
Fix a quote that won't create or save.
Why can't the client sign the quote?
Help a client who can't sign in the portal.