Sales
Quotes
Create quotes, track their acceptance and convert them to an invoice in one click.
Quotes let you propose an amount to a customer before issuing the invoice. They are created like an invoice, with lines, articles and VAT.
Quote lifecycle
| Status | Meaning |
|---|---|
| Draft | Being prepared. |
| Sent | Transmitted to the customer. |
| Accepted | The customer has approved the quote. |
| Declined | The customer has declined. |
| Expired | The validity date has passed. |
| Converted | Transformed into an invoice. |
Convert to invoice
An accepted quote is converted to an invoice, automatically carrying over the customer, lines and amounts. The link between quote and invoice is preserved. If you delete the invoice (while still in draft), the quote becomes convertible again and you can recreate the invoice from the quote.
- Customisable validity date.
- Preview and PDF identical to invoices.
- Send by e-mail to the customer.