Find quotes and understand their status
See every quote you have offered, filter by status, and know what each status means. A quote never posts to your books.
- Who can do this
- Owners, or people with View quotes
- Where
- Sales, then Quotes
On this page
A quote offers a customer a price before you do the work. Some people call it an estimate. Quotes never post to your books or change a balance. When the work is agreed, you convert the quote into an invoice draft.
Find a quote
- Open Quotes in the Sales menu.
- Select a status at the top of the list, such as Expired, to see only those quotes.
- Enter part of a quote number or customer name, then select Search.
- Select a quote number to open it.
The cards above the list show the total of open quotes and how many are drafts, expired, or accepted but not yet invoiced. A customer's page also has a Quotes tab with their latest quotes. Global search finds a quote by its number or customer, and typing estimate lists the latest quotes.
What each status means
| Status | What it means |
|---|---|
| Draft | Saved but not sent. You can edit or delete it. |
| Sent | Emailed to the customer, who hasn't opened the link yet. |
| Viewed | The customer opened the quote page in a browser. A mail system that only checks the link doesn't count. |
| Accepted | The customer accepted, or someone in your team recorded it. |
| Declined | The customer declined, or someone in your team recorded it. |
| Expired | Sent or viewed, and past its expiry date. The customer can't accept it. |
| Converted | Turned into an invoice. It converts again only if that invoice draft was deleted before it posted. |
| Void | Cancelled. The customer can't accept it. |
Expired is worked out from the expiry date each time you look, so editing a sent quote's expiry date reopens it.
Download, void or delete
- Select PDF, then View PDF or Download PDF. The PDF uses your document design settings.
- Select More, then Void to cancel a quote that wasn't converted. Voiding needs Void quotes and can't be undone.
- Select More, then Delete draft to remove a draft. Deleting needs Delete draft quotes. A sent quote can only be voided.
Next, create a quote or convert one to an invoice.