Quotes
Quotes lets you create and manage price quotes and offers for your customers before they order.
A quote is the first document in the sales pipeline. It is the priced offer you send a customer before anything is confirmed. Once the customer accepts, a quote becomes an order confirmation, then a delivery note, and finally an invoice. The Quotes area is where you draft those offers, adjust pricing, and follow each one until it turns into a confirmed order.
Use it to create a new quote for a customer, add articles and prices, send the quote as a PDF, and keep track of which offers are still being negotiated and which have been closed.
Status tabs
The Quotes area is split into two tabs so you can separate offers that still need your attention from those that are already settled. Switch between them from the navigation to change which quotes the list shows.
Open
The Open tab lists quotes that are still active, meaning they are newly created or currently being worked on. A brand-new quote starts here, and it stays here while you keep editing it or wait for the customer to respond.
From this tab you can:
- Create a new quote with Create new.
- Edit a quote to add articles, prices, and addresses.
- Filter the list by Status, Seller, or Author, or search by name.
- Select several quotes and delete or close them in bulk.
History
The History tab lists quotes that are no longer active, meaning they have been closed or already converted into an order. Use it to look up past offers, review what was quoted to a customer, or reprint an earlier quote.
Once a quote has been closed, you can convert it into an order confirmation to continue the sales pipeline. The new order confirmation is created from the quote's articles, prices, and addresses, so you do not have to re-enter anything.
