Product

Quotes

Create and send professional quotes to clients, track their status, and convert accepted quotes into contracts or invoices.

Key Features

Quote List: View all quotes with quote number, title, account, status, total, item count, valid date, and creation time
Status Tracking: Follow each quote through its lifecycle — Draft, Sent, Viewed, Accepted, Declined, Expired, or Revised
Line Items: Build quotes from custom items, catalog products, or pre-built packages
Sections: Group line items under named headings to organize complex quotes clearly
Pricing Controls: Apply per-item discounts, a quote-level discount (fixed or percentage), and a tax rate
Taxable Items: Tax applies only to items marked taxable — set automatically when adding from your catalog; tax is proportionally adjusted when a discount is applied
Optional Items: Mark add-ons as optional so clients can choose them without inflating the base total
Client Acceptance Wizard: Clients select optional items, confirm event details, preview the contract, and sign digitally — all in one guided flow
Auto-Contract Generation: If a contract template is assigned, the signed contract is created automatically on acceptance
One-Click Conversion: Turn an accepted quote into a contract or invoice directly from the editor
Duplicate: Copy any existing quote as a new draft to speed up repeat work
Filter & Search: Filter by status or search by quote number or title
Automation Triggers: Accepted quotes can trigger automated workflows

Click New Quote in the top-right corner
Enter a Title and select the Account (both required) — for example, "Spring Campaign" for ACME Creative Agency
Optionally link a Project and Contact — the dropdowns auto-populate once you pick an account
Set a Valid Until date and choose a Pricing Tier (Retail, Pro, Wholesale, or Custom)
Add intro message, payment terms, terms & conditions, and a closing message as needed
Add Internal Notes for your team — these are never shown to the client
Click Save Quote

In the right panel of the quote editor:

Click Custom Item to add a freeform line item (Service, Product, Labor, or Expense)
Click Product to pick from your catalog — taxable status and pricing carry over automatically; products are grouped by type (Services, Products, Rentals, Labor) for easy browsing
Click Package to add a pre-built bundle — the savings vs. individual items are shown right in the picker
For each item, set the name, quantity, unit price, and an optional per-item discount
Use the Section field to group related items under a named heading
Check Optional to mark items as add-ons — excluded from the total unless the client selects them

Open a draft quote and click Send to Client, or use the Send action directly from the quote list
The status changes to Sent; when the client opens their link, it moves to Viewed

When a client clicks Accept, they go through a guided wizard:

If a contract template is assigned to the quote, the signed contract is generated automatically on acceptance.

Click Convert to Contract to create a draft contract from the quote
Click Convert to Invoice to create a draft invoice with all line items carried over
If you use Workflows, quote acceptance can trigger automated follow-up actions

Use the Status filter to view quotes by stage
Click Duplicate on any row to copy a quote as a new draft (valid date resets to 30 days)
Select multiple quotes and click Delete Selected to remove them in bulk

Quote numbers are auto-generated in the format QTE-YEAR-NNNN
Valid dates shown in red indicate the quote has passed its expiry
Optional items let you present upsell choices without inflating the base total
Tax is calculated only on taxable items and proportionally adjusted when a discount is applied
A quote can only be converted once — the system prevents duplicate contracts or invoices from the same quote
Opening Quotes from a Project or Account page pre-fills those fields automatically