Help · Quotations

Sending quotes and turning them into orders

Share a price with a customer before they commit. When they say yes, turn the quote into a sales order in one click.

How to send a quote

Click ‘New quotation’on the Quotations page. Pick a customer, add products, and set a ‘valid until’ date.

Press Send on a Draft quote. The customer gets a PDF; the quote moves to Sent.

Mark it Acceptedwhen the customer agrees. If they don't, mark it Rejected with a short note.

Convert to sales order from an accepted quote. Lines and rates carry over, and stock gets reserved when you confirm that order.

Draft
You're still editing. Nothing is shared with the customer yet. You can change any line or tax without creating a new version.
Sent
The quote has been emailed or shared as a PDF. You're waiting for the customer to accept or reject it.
Accepted
The customer confirmed the price. You'll see a 'Convert to sales order' button on the quote.
Rejected
The customer said no. The quote is closed for editing but stays on the list for reference.
Expired
The 'valid until' date passed with no reply. Edit the quote to reissue it with a new validity date.
Converted
The quote was turned into a sales order. The link to that order sits on the quote detail page.
Cancelled
You pulled the quote back before the customer could act on it. It stays in the audit trail.

Quick answers

Tap a question to expand.

Can I edit a quote after sending it?
Send creates a snapshot the customer sees. To change anything after that, open the quote and use 'Revise' — it creates a new version under the same quote number so the customer always has the latest copy.
Does an accepted quote reserve stock?
No. Stock is only reserved when the quote is converted to a sales order and that order is confirmed. Accepting a quote just records the customer's agreement on price.
What happens when I convert a quote to a sales order?
Every line copies across at the quoted rate. The quote moves to 'Converted' and shows a link to the new sales order. You can't edit lines on the quote after conversion.
Can I send the same quote to multiple customers?
Each quote belongs to one customer. Duplicate the quote from the detail page and pick a different customer — the line items copy across, ready to edit.