Quotes
Start a quote, add its lines, follow it through its statuses and find it again in the Quotes area.
Updated 10 November 2026
On this page
- Why
- A quote is a statement of price to a customer, so how it was built has to stay readable.
- How
- Open Quotes from the area menu, at
/app/quotes.
How a quote starts
- New quote in the Quotes area starts an empty draft.
- Add to quote on a catalogue product offers the customer's draft quotes or a new one.
- A designed tool goes onto a draft from the Design area. See designed tool lines.
- Claude drafts one through the connector when you ask it to. See what Claude can do.
- With Commerce, a visitor pricing on your website raises a website quote. It follows their basket, sits outside the pipeline and cannot be edited here.
Lines
| Line | Where its price comes from |
|---|---|
| Product | The catalogue price through the resolution order. A product priced by dimension asks for its dimension first. |
| Designed tool | The design module, at the line's quantity, then the customer's terms. |
| Manual | A description, a quantity and a unit price you type. No rule is applied. |
Each line carries a quantity, a unit, a discount and a VAT band. Choosing or changing the customer reprices the lines on that customer's terms.
Statuses
| Status | Means |
|---|---|
| Draft | Being built. Lines save as you add them. |
| Sent | Sent to the customer with its link. The sent copy never changes. |
| Accepted | Accepted at the link or by you when you make the order. Either way an order is raised. A round tool workspace shows it as Won. |
| Declined | Declined at the link, with the customer's reason if they gave one. You can also mark a quote declined yourself. |
| Expired | A sent quote past its Valid until date. A daily pass marks it and the link stops offering actions. |
A status can also be set by hand, with an optional reason kept on the quote's history.
Finding and exporting
The list searches by number, customer, status, validity or total and switches between Table view and Board view. Export takes the rows the table shows as CSV or JSON. With Source on, the Supplier view lists what your suppliers have quoted you, for roles that see cost.
Writing a quote needs the sales role or above.
Related
- Sending a quote and the customer's linkSend a quote by email and know exactly what the customer sees and can do at the link they receive.
- Versions and revisionsChange a quote after it has gone out without ever altering the copy the customer is holding.
- 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.