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 title, quote number, or client name
- Filter — toggle the Draft, Sent, and Signed badges
- View (eye icon) — read-only details
- View PDF / Download PDF — preview or save the quote as
quote-{number}.pdf - 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
- Delete (trash icon) — available while the quote isn't signed
Creating a quote
Click Add New and fill in:
- Client (required) and optional Title
- Currency and Payment Method (optional)
- Line items — each has a Description, Type, Quantity, Unit Price, and VAT Rate; drag to reorder
- Discount Rate (0–100%), Valid Until date, and Notes (all optional)
Statuses
| Status | Meaning |
|---|---|
| Draft | Created, not yet sent — editable and deletable |
| Sent | Sent to the client for signature |
| Signed | Approved by the client — ready to convert to an invoice |
| Expired | The Valid Until date has passed |
The flow
- Create a quote and click Send for signature.
- The client signs it online — see Quote signing.
- 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.