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Quotes
Build a priced proposal with line items, discounts and fees, send it, and convert the winners to orders in one click.
🔄 Quote lifecycle
Left nav›Sell›Quotes
draft→
sent→
accepted→
converted
accepted is optional — flip it when the customer says yes but you haven't booked the order yet (stamps
accepted_at and triggers the customer notification). A quote you lose is marked lost (with a reason). Once converted or lost, a quote is read-only.
🧾 What's on a quote
| Field | Meaning |
|---|---|
| Line items | Products with quantity and unit price (variant-aware). |
| Discount & fees | Quote-level discount and any added fees. |
| Subtotal / tax / total | Calculated automatically as you edit. |
| Valid until | The validity window after which the quote is stale. |
⚖️ Discount caps & approval
⚖️
Discounts above your role's cap can't be applied silently. The default policy lets sales discount up to 5% and managers up to 10%; bigger discounts route to the owner for approval. Owners/admins/executives are uncapped. Change the cap percentages in Settings.
➡️ From quote to order
- Build — add line items, set discount/fees and a validity date. Starts as draft.
- Send — to the customer; status becomes sent.
- Convert — one click flips the quote to converted and creates a confirmed order, snapshotting the deposit/balance split and recording the deposit payment.
- Or mark lost — capture a loss reason so your win/loss reporting is real.
📦
After conversion, everything moves to the order — fulfilment, deliveries, installs and the balance are tracked there.
❓ FAQ
Can I edit a converted quote?
No — once converted (or lost) a quote is locked. Edit the resulting order instead (subject to the approval rules there).
My discount needs approval — what happens to the quote?
It's held pending owner approval; the owner is notified and sees it in Approvals. Once approved, you can proceed.