Quotes

A quote is a priced set of lines for a customer. Open Quotes to see the pipeline header with totals per status, and switch between the table and the board view.

The lines grid

Each line has a description, quantity, unit price, discount, VAT exempt flag and lead time. The unit price carries a provenance popover that shows how it was priced. You can add a line from product search, a configured run, a service item or by hand.

The totals panel shows the subtotal, discount, VAT at your organisation rate and the total. The validity date defaults to thirty days ahead. Terms come from your organisation default and stay editable per quote.

Statuses

A quote moves through draft, sent, accepted, declined and expired. A quote expires automatically once its validity date passes, after which the portal offers no actions.

Versions

Revise creates the next version linked to the original. Sent versions are immutable, so revising keeps a clean record of what the customer saw.

Sending

1. Preview the PDF.
2. Compose the email to the contact, with optional cc and an editable subject and body.
3. Send. The status moves to sent and the email is logged.

The acceptance portal

Sending gives the customer a public link at /q/[token]. The portal needs no sign in and shows the quote summary, the line table and a PDF download, with Accept and Decline buttons. Accepting can capture a purchase order reference and file. Declining captures a reason.

The purchase order upload accepts PDF, image and spreadsheet files up to 10 MB and attaches to the resulting order. The portal carries your logo and brand colour, is rate limited against abuse and offers no actions once the quote has expired or been decided.