# 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.

Canonical: https://demo.qixcount.com/help/invoicing/quotes-overview

Who can do this: Owners, or people with *View quotes*

Where: Sales, then Quotes

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

1. Open **Quotes** in the Sales menu.
2. Select a status at the top of the list, such as **Expired**, to see only those quotes.
3. Enter part of a quote number or customer name, then select **Search**.
4. 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](https://demo.qixcount.com/help/invoicing/create-a-quote) or [convert one to an invoice](https://demo.qixcount.com/help/invoicing/convert-a-quote-to-an-invoice).