Quotes
CRM → Quotes lists all your quotes by status. From an accepted quote, the Convert to Invoice button on its page creates a draft invoice.
Search and filters
Search by quote number or customer. The tabs filter by status (All, Draft, Sent, Accepted, Rejected, Expired), and Filters adds date and amount ranges.
Statuses and actions (on the quote's page)
- Draft – not sent yet. Edit it, delete it, or email it with Send to Customer; you can preview the email first.
- Sent – once the customer replies, mark the quote with Mark Accepted or Mark Rejected (you can add a reason).
- Accepted – stock for product-linked items is reserved in the default warehouse; services reserve nothing.
- Rejected – a closed quote; Duplicate starts a new one from it.
What happens to an accepted quote?
- Convert to Invoice – a draft invoice is created from the quote's items, and the reserved stock is actually deducted. One quote gives one invoice; a quote without items cannot be converted.
- Actions → Contract draft – a contract draft based on the quote.
- Duplicate – a new draft with the same items.