Quotes

Creating quotes, sending them to customers, and converting to orders

Build an itemised quote for a customer — standalone or from an inquiry — with pricing, deposit, validity, and notes.

Understand quote statuses and move a quote from draft to a confirmed order.

What customers see on their quote link, and how they accept or decline without logging in.

Track how inquiries turn into quotes and quotes into orders — with conversion rates and lost-quote reasons.