Create a quote
Build a quote for a customer and send it for approval.
Updated June 21, 20261 min read
A quote is a priced offer you send a customer before they commit. It doesn’t reserve stock, so you can prepare several without affecting your inventory.
Build the quote
- Go to Sales → Quotes and click New quote.
- Choose the customer. Their currency, terms, and tax rate pre-fill.
- Add line items: pick each product and enter quantity and price. Saved customer or product pricing fills the price automatically.
- Apply any discounts or taxes.
- Save the quote as a draft.
Send it to the customer
When the quote is ready, click Send. You can:
- Email it directly to the customer’s contact, or
- Download a PDF to send yourself.
Quotes don’t reserve stock. Availability is only committed once the quote becomes a sales order.
After the customer responds
| Outcome | What to do |
|---|---|
| Accepted | Convert it to a sales order |
| Needs changes | Edit lines or pricing and resend |
| Declined | Mark it closed to keep your list tidy |
Next steps
Once accepted, convert the quote to a sales order to reserve stock and begin fulfillment.
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