Quotes
Draft, send and revise a quote, follow it through its statuses and see what the customer sees at the portal link.
Updated 23 September 2026
On this page
- Why
- When quotes live in inboxes and spreadsheets, what is out, won or expiring is hard to see.
- What
- Every quote to a customer in one list, with the count and value at each stage.
- How
- Draft it from a request or by hand, send the PDF and portal link, and track each answer.
Find it at /app/quotes: an area in the menu under Sales. Brought by Sales Engineer, Design Engineer, Service Centre, Wizard, Commerce and Source.
Stock adds to it when it is on as well.
Views
| View | What it shows | Added by |
|---|---|---|
| Sales | Customer quotes by status, each keeping its lines, totals and every earlier version. | Sales Engineer, Design Engineer, Service Centre, Wizard and Commerce |
| Supplier | Your suppliers' quotes, with cost, lead time and validity, never a sell price. | Source |
Parts you meet here
Statuses
| Status | Means |
|---|---|
| Draft | Being built. Most drafts come from a request in the AI area; New quote starts one by hand. |
| Sent | Emailed with its PDF and portal link. The sent copy never changes. |
| Accepted | Accepted at the portal, or by you with Create order. Either way an order is raised. |
| Declined | Declined at the portal, with the customer's reason if they gave one. |
| Expired | A sent quote past its Valid until date. A daily pass marks it and the portal stops offering actions. |
A change that would alter what the customer received goes on a New version: the sent copy stays exactly as it was and is marked Superseded. Any other change is saved as a revision you can revert to.
Send a quote
- Step 1.
Open the quote from
/app/quotes, in the table or the Board view. - Step 2.
Check the lines, the totals and Valid until, then choose Send.
- Step 3.
The email goes with the PDF and the portal link, and the status moves to sent. Resend sends it again.
The quote portal
The link opens /q/<token>: no sign in, in your brand colour. The customer sees the lines, the subtotal, any discount, the VAT and the total, and can Download PDF. A line priced subject to inspection says so, and requirements noted on a line are printed under it.
- Accept quotation, then Confirm acceptance, with an optional PO reference and PO file. The quote is marked accepted, an order is raised and whoever raised the quote is told.
- Decline, then Confirm decline, with an optional reason for you.
- An expired or decided quote shows no actions, and the link is rate limited.
Two automations in Settings then Integrations act on sent quotes: Warn before a quote expires and Follow up on a quote nobody has answered. Each runs only once you switch it on.
Related
- DocumentsKnow which documents the platform renders, where to get each one and how they carry your brand.
- Pricing rules and the resolution orderKnow the exact order in which Kabaido reaches a unit price, so every line on every quote can be explained.
- OrdersRaise an order from a won quote, move it through its statuses and switch between the views your products add.
- The customer surfaceKnow what your customers see when they sign in, and at which address.