Quotes

Quotes are formal pricing proposals you send to a client. A quote is firmer than an Estimate — it is typically the document the client accepts before the work kicks off — but it still does not affect your accounts or move stock on its own.

Quotes vs. estimates

Use a Quote when the price and scope are settled and you want a document the client can accept. Use an Estimate when the price is still indicative. The fields and line-item behaviour are identical; the difference is the stage of the conversation and which record you want on file for the audit trail.

Status lifecycle

Status	Meaning
`draft`	Being prepared. Not yet visible to the client.
`pending`	Internal review — waiting for sign-off before sending.
`sent`	Delivered to the client.
`approved`	Client has accepted.
`cancelled`	Withdrawn or declined.

A quote does not affect your accounts at any status. Revenue and receivables are only recognised once the work reaches a Job or an Invoice.

Line items

Quote line items use the same contract as Estimates, Jobs, Invoices, and Purchase Orders — item, description, quantity, unit price, per-line discount, tax code, and tax amount. Catalog Discount and Surcharge items are supported on quotes, with discounts applied before surcharges when both are present. See Finance → Line Items.

Converting a quote

Approving a quote is a workflow signal, not a conversion. To turn an accepted quote into billable work, create the next document (Job or Invoice) and prefill it from the quote — the quote’s client, contact, and line items carry over. The new record is independent of the quote, so the quote itself remains editable for reference.

Stock