Quotes
The Quotes module lets you generate formal estimates for your customers, track their status, and convert them into sales once accepted.
Creating a Quote
From the Web Portal
- Go to Quotes in the side menu.
- Press “New Quote”.
- Add products or services to the estimate.
- Assign a customer (optional but recommended).
- Review the total and press “Save”.
From the Sales Screen
- Build your cart with the desired products.
- Instead of pressing “Pay”, select “Create Quote”.
- The quote is saved as a draft.
Quote Statuses
| Status | Description |
|---|---|
| Draft | Quote created but not yet sent to the customer |
| Sent | Emailed to the customer |
| Accepted | The customer accepted the quote |
| Converted | Converted into a sale/order |
| Expired | Expired without a customer response |
| Cancelled | Manually cancelled |
Sending to the Customer
- Open the quote.
- Press “Send by Email”.
- The system generates a professional PDF with:
- Your business logo and details.
- Itemized products/services.
- Prices, taxes, and total.
- Validity date.
- The email is sent to the customer’s registered address.
Converting to a Sale
When the customer accepts the quote:
- Open the accepted quote.
- Press “Convert to Sale”.
- The system creates an order with the same products and prices.
- Proceed to collect payment as usual.
Quotes on the Mobile App
The POS app also supports quotes (Retail mode):
- Create quotes directly from the cart.
- Generate and share PDFs on the spot.
- Print quotes on the thermal printer.
Management
From the quote list you can:
- Filter by status (draft, sent, accepted, etc.).
- Search by quote number or customer name.
- Resend quotes to the customer.
- View the full history of status changes.
Need to process a payment? See Sales & Payments