The quotes list and quote page
Find every quote under «Sales» → «Quotes», and everything about one quote on its page: status, versions, documents and advance payments.
Every quote in your account is under «Sales» → «Quotes» in the sidebar. You'll also find each order's quotes in its «Documents» card, which is where you usually create them.
The quotes list
The list has one row per quote, showing its : the date, the client, the total and the status. «New quote», at the top, starts one from scratch.
- The status pills filter it: «All statuses», «Pending», «Confirmed» and «Canceled», each with its count.
- The filters cover dates, due date, client, order, project, tags, amounts, discount, , custom fields and email status.
- The search finds a quote by its number, its order's number, the client's name, its notes or its header text.
- The status column has a dropdown to change the status right there, and a payment indicator to record an advance.
- Select several quotes to use «Bulk actions»: «Change status to», «Send by email», «Download», «Convert to» and «Delete».
Inside a quote
Click a quote to open it. The document is on the left, as the client will see it, with a «Draft» badge until it's . Everything about it is on the right.
| Where | What you'll find |
|---|---|
| Header | «Convert to» and «Send». The «⋮» menu next to them has «Print», «Download», «Edit», «Duplicate», «Delete» and, for administrators, «Run workflow». |
| General information | The number, the «Status» pill, the validity date, how many times the client has opened it in the portal, and the «Customer signature». |
| Versions | The current version, «Add» to create another, and the «Version history». |
| Related documents | The order, the project, the invoices and proformas made from it, and a map of the whole chain. |
| Advance payments | What the client has paid before the invoice, with «Total» and «Total advances». |
| Further down | The emails sent, files, notes and tasks. The «Activity history» tab records every change. |
On the order page, the «Documents» card lists the order's quotes with how many each has and which one is active, for example «v2/3». A confirmed quote shows in green, a cancelled one in red and a one dimmed.
Note: With the «Sales» permission in view mode, the quote page shows the status as read-only and hides «Edit», «Duplicate», «Delete» and «Convert to». In the list, the row menu and the status dropdown still appear, but Filmo doesn't apply the change.
What you can do with a quote
| You want to | Where | How |
|---|---|---|
| Create a quote | The order's «Documents» → «Add» → «Quote» | Create a quote |
| Fix something in it | «Edit», in the header menu | Edit a quote |
| Send a new proposal | «Versions» → «Add» | Create a new version of a quote |
| Email it to the client | «Send», in the header | Send a quote to the client |
| Get it signed online | The client's portal | How clients approve a quote in the portal |
| Take a deposit before invoicing | «Advance payments» → «Add payment» | Take an advance payment on a quote |
| Record the client's answer | The «Status» pill | Confirm or cancel a quote |
| Invoice it | «Convert to» → «Invoice» | Convert a quote to an invoice or proforma |
| Remove it | «Delete», in the header menu | Confirm or cancel a quote |
Up next
Create your first one: Create a quote.