Quotes

A quote is a price offer. Send it to an existing client or to a prospect who has no account yet. When it is accepted, the prospect gets an account and the invoice is made and emailed.

Invoices → Quotes.

Send a quote

1. Go to Invoices → Quotes and select New Quote.
2. Choose a Client, or a Prospect with a name and email.
3. Add a Subject, the lines (Description, Qty, Unit price, an optional Discount %) and Valid until if you like. Select Save quote.
4. Select Send by email. The client gets the PDF and a link to accept it.

When the client answers

The client opens the quote in the client area or from the link and selects Accept the quote or Decline the quote. You can also select Accept for the client yourself.

A prospect who accepts gets a client account and an email to set a password.

Stages

Stage	Meaning
Draft	Saved, not sent yet.
Delivered	Sent to the client.
On Hold	Paused. It can still be accepted.
Accepted	Accepted. The Invoice link opens its invoice.
Lost	Declined by the client, or closed by you. It can no longer be accepted.
Dead	Closed. It can no longer be accepted.

Tax on the taxed lines follows the client’s tax rule. See Taxes and credit notes.