Create a quote

Create the quote from the order's «Documents» card: Filmo fills it with the order's client, dates, lines and prices, and numbers it when you save.

People with the «Sales» permission in edit mode. With view mode you can open and download quotes, but not change them.

To create it from an order, you also need to be able to open the order.

Landmark Venues wants a price for the wedding before they confirm. You've already built the order, so there's no need to type anything again: the quote is made from it, with its client, dates, equipment and prices.

Before you start

Save the order and give it a client. Without one, Filmo stops with «Customer required».

Create the quote from the order

Open the order Open the Landmark Venues wedding.
Click «Add» in «Documents» The card is in the right column. Choose «Quote».
Choose how the lines look In «Create quote», pick the : «Detailed» or «Grouped by type».
Assign payments, if any If the order has payments that aren't on any document yet, tick them in «Assign payments». Then click «Create».
Review it The editor opens with the order's client, contact person, addresses, dates, lines, prices, discounts, security deposit, taxes and project.
Save it Click «Save», or «Save as draft» if it isn't ready to send.

The order's «Documents» card with its «Add» menu open: «Quote», «Proforma», «Invoice», «Simplified invoice», «Contract», «Supplier Invoice», «Purchase order» and «Repair ticket». — «Add» in the order's «Documents» card.

The «Create quote» window for Landmark Venues LLC, order #260191, 10/24/2026 – 10/26/2026. «Display mode» is set to «Detailed», with «Grouped by type» beside it; below, the subtotal, the sales tax and the total, $6,741.00, and the «Cancel» and «Create» buttons. — Choose the display mode, then click «Create».

Filmo numbers the quote and opens its page. A few things happened along the way:

«Save» left it , ready to send. «Save as draft» left it «Draft». Either way it's «Pending» and already has its number.
The number comes from your default quote series, shown in «Numbering». You can pick another series before you save.
The quote is linked to the order and appears in its «Documents» card. The order itself hasn't changed.
The currency is the client's, if they have one. If it isn't your account's, the day's exchange rate is fixed in the quote.
If your account has , «Billing account» in the «Create quote» window lets you create the quote in another one.

Detailed or grouped by type

«Detailed» copies one line per item, as on the order. «Grouped by type» prints one line per type of resource, «Equipment», «Locations», «Staff», «Transport» and «Others», each with the total of its lines; a type with nothing to charge is left out. In that mode, the order's global discount isn't copied as a separate discount.

«Grouped by type» isn't offered when two lines of the same type have different taxes, because each grouped line carries one set of taxes. It's only available when you create the quote from an order.

What's in the editor

Area	What it holds
Client	The client, the contact person and the addresses. The client is required.
Document data	«Issue date», «Numbering», «Valid until» (with 7, 15 and 30-day shortcuts) and «Rental period».
Lines	Equipment, services and free-text lines, with their prices, discounts and taxes.
Totals	Subtotal, global discount, insurance, security deposit, taxes and total.
Additional information	«Project», «Payment method», «Add text in document», «Add final message», custom fields and payments to assign.
Preview	The PDF as the client will get it.

The «New quote» editor. On the left, the PDF preview, with the language, currency and template buttons above it. On the right, the client Landmark Venues LLC, the bar with the issue date, the series and the rental period and its «Edit» button, the lines grouped under «Tents» and «Furniture», «Additional information» linked to order #260191, and the totals: subtotal, insurance, sales tax, total and security deposit. «Save as draft» and «Save» are at the top right. — The preview on the left; client, lines and totals on the right.

Leave empty and the quote never expires. Set it if the offer should hold only for a while: after that date, the client can't sign it in the portal.

To leave without creating anything, open the menu next to the save buttons and click «Cancel». You go back to the order.

Choose the quote template

The preview uses your account's default quote template, which sets the layout, logo, fonts and the texts printed around the lines. To use another one for this quote, click the template button above the preview, beside the language and currency buttons, and pick it from the list. The default template is marked with a star.

«Edit», at the bottom of that list, opens the template beside the quote. «Save» there changes the design for this quote only.
Administrators can also save that change into the template itself, or as a new template, for the whole account.
Quote templates are created and set as default in «Settings» → «Document templates», «Quotes» tab, which only administrators see.
Each saved keeps the template it was saved with, so changing a template later doesn't change quotes you've already saved.

What happens next

Send it to the client. See Send a quote to the client.
If the client asks for changes, add a rather than starting again. See Create a new version of a quote.
If you change the order later, the quote doesn't follow. Add a version from the order's data to bring the changes in.

Other ways to create a quote

From an order that already has a quote

«Add» → «Quote» on an order that already has one doesn't create a second quote: it adds a version to the first one, rebuilt from the order's current data. The window says which, for example “Version 2 will be created”. If that first quote came from a , you get a new quote instead.

From Sales

In «Sales» → «Quotes», click «New quote». The editor opens empty, with no order: choose the client and add the lines yourself.

From a project

Use the project's quick action «Create quote for this project». The editor opens empty, with the project already chosen.

From a proforma

On a , click «Convert to» → «Quote». The editor opens with the proforma's lines. To combine several proformas, select them in their list and use «Bulk actions» → «Convert to».

From a repair ticket

On the repair ticket, click «Convert to» → «Quote» and choose the lines. If the ticket belongs to an order, the quote appears in it marked «Repair quote».

Duplicate a quote

On the quote page or in its row menu, click «Duplicate». The editor opens with a copy of the active version, and saving creates a new quote with its own number, as v1 and «Pending».

The copy keeps the client, lines, prices, dates, validity, project and order. If the original came from an order, the copy also appears in that order's «Documents» card.
It doesn't copy the other versions, the or the documents made from the original.

With NEO

Ask NEO to prepare a quote. It opens the editor filled in with its proposal, and nothing is created until you review it and save.

If you see an error

Message	What to do
Customer required	The order has no client. Add one, save the order and try again.
Validation error: You must select a contact	Choose the quote's client.
Validation error: You must add at least one line	Add at least one line.
Error creating quote or Error saving draft	Check in «Settings» → «Finances» → «Sales invoicing preferences» → «Document format» that there's an active default quote series, then try again.

More causes and fixes: Why can't I create or save a quote?.

Frequently asked questions

Still stuck? Contact support