Quotes (Offertes)
Create professional branded quotes and send them directly to clients via email. Quotes are fully integrated with the deal pipeline — every quote is linked to a deal and contact.
Creating a Quote
- Go to CRM → Quotes and click + Quote, or open a deal and click Create Quote
- Recipient details and deal value are pre-filled from the contact
- Add line items:
- Select from your service catalog for quick entry
- Or add custom line items with name, quantity, unit price, and VAT rate
- Set a validity period (e.g. 30 days) and add optional notes
- Click Save to create as draft, or Send to email immediately
Quote numbers are generated automatically using your configured prefix (e.g. OFF-2026-001). The starting number is configurable in Business Settings.
Quote Lifecycle
| Status | Meaning | Actions Available |
|---|---|---|
| Draft | Created but not yet sent | Edit, Send, Delete |
| Sent | Emailed to the client | Mark Accepted, Mark Declined |
| Viewed | Client opened the email | Mark Accepted, Mark Declined |
| Accepted | Client accepted the quote | Convert to Invoice |
| Declined | Client declined the quote | — |
When a quote is sent from the deal panel, it is automatically marked as sent (if currently draft).
Quote List
The Quotes tab shows all quotes in a table with columns:
- Quote # — Sequential number (e.g. OFF-2026-003)
- Client — Contact name
- Title — Quote description
- Valid Until — Expiration date
- Amount — Total including VAT
- Status — Current lifecycle status
- Actions — 📄 PDF · 📤 Send · ✅ Accept · ❌ Decline · ✏️ Edit
Filter by status and search by quote number or client name.
PDF Generation
Every quote generates a branded A4 PDF containing:
- Your company logo and primary brand color (from Business Settings)
- Sequential quote number
- Recipient details (name, company, address)
- Itemized table with description, quantity, unit price, and line total
- Subtotal, VAT breakdown, and grand total
- Validity date
- Terms & conditions link (if configured)
- Bank details (IBAN, BIC, bank name)
Send via Email
Quotes are sent using the POST /api/crm/quotes/send route via SendGrid. The email includes:
- Personalized greeting using
{{name}}and{{company}}variables - Summary of line items and totals
- The quote PDF as an attachment or download link
- Your email signature image (if configured)
The send action is logged to crm.email_log when the quote is linked to a deal, so it appears in the deal timeline.
Convert to Invoice
Accepted quotes can be converted to invoices in one click:
- Go to Invoices → + Invoice
- Click From Quote and search/select the accepted quote
- All line items, contact details, and amounts are pre-filled
- Review and save — the invoice is ready to send