Create, issue and convert a quote

Create a quote draft

Open Quotes, choose New quote and select a contact or group. Enter issue and expiry dates, then add catalog or manual items with descriptions, discounts, charges and tax.

Choose a quote template

Use the visual template picker to select a quote design. The preview, PDF export and bulk PDF workflow use the template saved with that quote.

Issue and track the decision

Issue the quote when it is ready to share. Update the status when the customer accepts or rejects it; expired quotes remain visible for follow-up.

Convert to an invoice

Use Convert to invoice to create a traceable invoice draft from the quote. Review dates, tax and totals before issuing the new invoice.