Quotes

Orders → Quotes is where you price a proposal before a customer commits. You build a quote, send it, and the customer accepts or declines it from the emailed link or the customer portal. Once it's accepted, you create sales orders from all or some of its lines without retyping them, and the quote stays on file as the record of the deal.

Quotes sits in the Orders menu, between Gift Cards and Purchase Orders. The bar at the top of the page switches between Quotes, the list of your quotes, and Templates, the quotes you've saved as starting points. Templates never appear in the Quotes list.

To…	Go to…
understand a quote's lifecycle, its versions and the ways a customer can accept it	How quotes work
set the default validity, memo, stock allocation, reminder email and request-for-quote response target	Set quote defaults and expiry reminders
change the email a customer gets with a quote, and choose the PDF that goes with it	Customize the quote email and PDF
copy an existing quote, or save one as a template and start new quotes from it	Copy a quote or start from a template
understand where each line's price comes from and when it changes	How quote prices are worked out
create a quote, fill in its details and send it to the customer	Create and send a quote
add, change, discount and remove the lines on a quote	Add and edit quote lines
load lines from a spreadsheet, or download a quote's lines	Import and export quote lines
estimate shipping and add it to a quote as a charge	Charge shipping on a quote
add shipping terms, lead times, tax exemption and your registration numbers for a procurement office	Prepare a quote for a procurement office
get a quote with a large discount approved before you send it, or approve one	Approve a discounted quote
preview the page your customer opens from the quote email, and what each answer does	See how your customer answers a quote
understand what portal buyers can see and do with their quotes	Quotes in the customer portal
find, price and answer the requests for quote that buyers send you	Answer requests for quote
see who opened a quote, talk with the customer and chase quotes before they expire	Follow up on sent quotes
allocate stock to a quote's lines while the customer decides	Hold stock for a quote
record a customer's acceptance or decline that came in by phone or email	Accept or decline a quote for your customer
create a sales order from all or some of the lines on an accepted quote	Order all or part of an accepted quote
change a sent quote, or give the customer more time to accept it	Revise or extend a quote
expire, archive or delete quotes one at a time or in bulk	Expire, archive or delete quotes
check what a status means, which actions it allows and why an action was refused	Quote statuses and actions reference
look up a column, filter, total or bulk action on the Quotes list	Quotes list reference
look up a field or column on a quote's detail page	Quote detail reference
see which permission unlocks each quote action, and which alerts quotes send	Quote permissions and alerts reference