Quotes

Send quotes (estimates) to potential clients before creating an invoice.

Quote Lifecycle

Draft → Sent → Accepted → Converted to Invoice
                 ↓
              Rejected

Statuses

Status	Description
Draft	Quote is being prepared
Sent	Quote has been published and optionally emailed
Accepted	Client accepted the quote
Rejected	Client declined the quote

Creating a Quote

The quote form mirrors the invoice form — select a customer, add line items, set dates, and publish.

Converting to Invoice

Once a quote is accepted, click Convert to Invoice to create a draft invoice with the same customer, line items, and totals. The quote is linked to the resulting invoice for traceability.

Sharing

Like invoices, published quotes get a unique public link. Customers can view the quote details and download a PDF preview.