Sales quotes

Overview

Quotes support approvals, conversion to orders or invoices, and country-specific lifecycle.

Where in the app

• /c/companies/:companyId/sales/quotes

Step-by-step

1. Open Sales → Quotes. (UAT-C-SALES-QUO-001)
2. Build lines and send for customer approval when configured. (UAT-C-SALES-QUO-001)
3. Track status until accepted or declined. (UAT-C-SALES-QUO-001)
4. Convert to order or invoice without re-entering lines. (UAT-C-SALES-QUO-001)

Permissions and modules

Sales quotes permissions.

Related

• orders
• invoices