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Quotes

The Quotes page is where you create estimates, send them to clients for signature, and turn signed quotes into invoices.

Actions​

  • Add New — create a quote

  • Search — find a quote by its number or client name

  • Filter: pick one or more statuses in the segmented control above the list: Draft, Sending, Sent, Send failed, Signed, Refused

  • View (eye icon) — read-only details

  • Preview PDF / Download PDF - open the quote's PDF in a new tab, or save it under the quote's number, for example QUOTE-2026-0001.pdf (see PDF file name)

  • Edit (pencil icon) — available while the quote isn't signed

  • Send for signature (signature icon) — email the client a secure signing link; click again to resend

  • Create invoice (plus icon) — appears once a quote is Signed, turning it into an invoice

  • Request deposit / Generate installment invoices — once Sent, raise a deposit or a milestone-split invoice directly from the quote, without waiting for it to be signed first

  • Delete - available only on a Draft quote, after a confirmation; see Deleting a draft

A client can also Decline a sent quote from their own Client Portal, which is instant and reversible on your side.

Deleting a draft​

Choose Delete in a draft quote's row menu or on its own page, then confirm: the draft is removed permanently. The delete is refused while an invoice created from that draft still exists (delete the invoice first), or while a recurrence uses it as its template.

Why a sent quote cannot be deleted

Sending a quote gives it a number, and a numbered quote is never deleted, even if you edit it back into a draft afterwards: Delete is not offered, and the server refuses it even when asked directly through the API. A client can still decline it, and you can simply leave it unsigned.

Creating a quote​

Click Add New. As for an invoice, the quote opens on its own page, every field beside a live preview of the quote (details). Fill in:

  • Client (required): pick an existing client, or use Create new client to add one on the spot with just a name and a country; see Clients
  • Date (required) and Due date (optional). If you set quote payment terms, the due date is filled in as soon as you pick the date; you can still change it
  • Currency (required)
  • Client reference / PO number (optional) — the buyer's own reference, shown only once you fill it in
  • Line items: the same fields as an invoice line, Designation, Quantity, Unit, Unit price, VAT rate (optional on a quote), a per-line Discount % and a work date; drag to reorder, or add a line straight from your article catalog. The quote PDF shows the Unit column like the invoice PDF
  • Notes (optional)

There is no per-document "Payment Method" field on a quote.

Statuses​

StatusMeaning
DraftCreated, not yet sent — editable
SendingSend in progress
SentSent to the client for signature
Send failedThe last delivery attempt failed
SignedApproved by the client — ready to convert to an invoice
RefusedDeclined by the client from their Client Portal

The flow​

  1. Create a quote and click Send for signature.
  2. The client signs it online — see Quote signing.
  3. Once Signed, click Create invoice to carry everything over to an invoice.

First use​

With no quotes yet, the page shows "No quotes yet" and an Add New button.