Quotes

Send a quote before you commit to work. Track its status, share a public accept link, then convert it to an invoice in one click.

Quotes look and behave like invoices — same fields, same PDF, same currencies — but with their own numbering (Q-YYYY-NNN) and an extra “valid until” date.

1. Go to Quotes → New quote.
2. Pick a saved client (address auto-fills) or type one in.
3. Add line items just like an invoice. Use Fixed total for a bundled project price.
4. Set the “Valid until” date so the quote auto-expires if untouched.
5. Save. A unique quote number and a shareable public link are generated.

Docs.quotes.share.body

• DRAFT — you're still working on it.
• SENT — visible to the client via the public link.
• ACCEPTED — client accepted; ready to convert.
• REJECTED — client declined. Terminal.
• EXPIRED — passed the Valid until date. Terminal.
• CONVERTED — turned into an invoice. Terminal; the quote stays for records.

Once a quote is ACCEPTED, use the 3-dot menu → Convert to invoice. A new draft invoice is created with everything copied over — items, client, currency, business info, payment methods. The quote is marked CONVERTED and links to the invoice for future reference.

How is the quote number generated?

Format is Q-YYYY-NNN with a per-year auto-incrementing counter. You can override it manually before saving if you follow a different scheme.

Can I regenerate the public link?

Not yet — the public token is issued once when the quote is created. Delete the quote and re-create it if you need a fresh link.

Can I record payments on a quote?

No. Convert it to an invoice first, then record payments there. Quotes are commitments, not billable documents.