Sales - Creating a Quote

A Quote is a priced proposal sent to a customer account, and is the primary document produced by the Sales module.

Navigate to Sales → Quotes → New Quote.

Before creating a quote, confirm that the customer account exists in CRM. A quote must be linked to an existing account — you cannot create a quote for an unrecognised contact. The account's Sales Area must also be assigned, as this determines which pricing and tax rules apply to the quote.

From the New Quote screen, select the customer account from the account selector. Add line items by searching for products or services from your catalogue. Each line item shows the unit price, quantity, and line total. Apply any applicable discounts at the line item or quote level. Review the subtotal, tax, and total before proceeding.

A quote moves through the following statuses during its lifecycle. Draft — the quote is being prepared and has not been sent to the customer. Sent — the quote has been emailed or shared with the customer and is awaiting their response. Accepted — the customer has confirmed they want to proceed. Declined — the customer has rejected the quote. Expired — the quote passed its expiry date without a response.

Once the quote is in Draft status, click Send Quote to generate the quote document and send it to the customer's email address on file. The quote status updates to Sent automatically. You can preview the generated document before sending to confirm formatting and line item details are correct.

When a customer accepts a quote, the status updates to Accepted. From this point you can convert the quote into a billing contract or a service job depending on the type of work involved. The conversion carries across the account details, line items, and pricing from the accepted quote. See Sales - Managing the Pipeline for how accepted quotes progress through the deal pipeline.