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Managing quotes

The quote list​

Go to Quotes in the sidebar. The summary cards at the top count your quotes in total and how many are pending, accepted and declined.

The table lists each quote with these columns: Quote #, Client, Total, Status, Tax, Discount, Created and Valid until. Click a column header to sort by it.

Use the Filters button to narrow the list:

  • Status: pick one or more statuses, for example Expired to see every quote that ran out before the client answered.
  • Created and Valid until: pick a date range. Filter Valid until on the coming weeks to see which quotes are about to expire.

Archived quotes​

The Archived tab lists quotes you have archived. They are hidden from the Active tab but not deleted.

Viewing a quote​

Click View on a quote row to open it. The header shows the status, the date the quote was created and, if it has one, its Valid until date. The Quote Summary panel on the right repeats these, and highlights the date once a quote has expired.

The buttons at the top depend on the status. See Quote statuses for which actions each status offers. The print and PDF icons are always available, and the ··· More Actions menu holds Clone, Edit, Re-Open, Archive and Cancel when they apply.

Sending a quote​

  • A Draft quote: click the dropdown next to Publish and choose Publish and Send.
  • A Pending quote: click Send to email it again.

The quote is emailed to the contacts selected on it. When the quote has a Valid until date, the email shows it as Expires and the PDF shows it as Valid Until.

Editing a quote​

Choose Edit from More Actions. The edit form is the same as the create form. An accepted quote cannot be edited.

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Editing a pending quote does not email the client. Click Send afterwards if they should get the updated copy.

Cloning a quote​

Choose Clone from More Actions to create a new Draft quote with the same client, contacts, line items, discount, taxes, terms and notes. The clone gets a new quote number and no Valid until date, so set one before you send it.

Archiving a quote​

Choose Archive from More Actions, or tick quotes in the list and use the Archive bulk action. Archived quotes appear in the Archived tab.