Quotations

Creating a Quotation

1. Navigate to Finance → Quotations
2. Click New Quotation
3. Select the client
4. Add products/services with quantities and pricing
5. Use the Margin Calculator to check profitability per line item
6. Set validity period and notes
7. Preview and send to client

Quotation List

The quotations page includes:

• Pipeline stats — Draft, sent, accepted, rejected, and expired counts with conversion rate
• AI Insights panel — Collapsible side panel with AI-powered recommendations for improving quotation success rates
• Status tabs — Filter by stage
• Sortable columns — Client, amount, status, created date, expiry

Quotation Lifecycle

Quotation Detail View

• Full quotation preview with template design
• Send Dialog — Email the quotation with a customizable message and the rendered PDF attached
• Version History — See all revisions with diff comparison
• Activity Panel — Timeline of all actions taken on the quotation
• Convert to Invoice — One-click conversion (see below)
• Entity AI Panel — AI summary, suggested actions, similar quotations, and an Ask AI input scoped to this record
• Server-side PDF — Pixel-stable PDF via /api/finance/quotations/[id]/pdf. Print-optimized view at /print/quotation/[id].

Digital Signatures

Quotations support digital signature capture:

1. Send the quotation to the client
2. Client receives a secure link to view the quotation
3. Client can accept and sign using the signature canvas, or decline with a reason
4. Signature status is tracked on the quotation

Public Quotation View

When a client receives a quotation link, they see a branded public page with:

• Full quotation details and line items
• Sign & Accept button with signature pad
• Decline button with reason input
• No login required

Converting to Invoice

When a quotation is accepted:

1. Open the accepted quotation
2. Click Convert to Invoice
3. A dialog shows the conversion options
4. All line items, pricing, and client details are copied to a new invoice
5. Review and send the invoice

Automatic Conversion (Automation)

You can automate the quotation→invoice flow:

1. Go to Finance → Settings → Invoicing
2. Find the Quotation Automation card
3. Toggle the automation on
4. Configure:

When enabled, accepting a quotation automatically creates an invoice draft with the configured deposit amount and payment terms. Deposit invoices create a single line item for the deposit percentage.

Sales Pipeline

Navigate to Finance → Quotations → Pipeline (/finance/quotations/pipeline) for a visual pipeline view of all quotations organized by stage.

Order Forms

Convert accepted quotations into formal order forms at Finance → Quotations → Orders (/finance/quotations/orders).

Quotation Templates

Manage quotation templates from the unified Templates Hub at Finance → Settings → Templates (/finance/settings/templates) — pick the Quotations tab. The legacy /finance/quotations/templates URL redirects there.

Versioning

Keep track of quotation revisions:

• Each significant edit creates a new version
• View version history to compare changes
• Clients always see the latest version
• Previous versions are preserved for audit

Margin Calculator

When editing line items, the margin calculator shows:

• Cost price vs. sale price per item
• Margin percentage and absolute margin
• Total quotation margin

AI Insights

The quotations list includes an AI insights panel that provides:

• Recommendations to improve conversion rates
• Analysis of quotation patterns
• Suggestions based on similar past quotes

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Next Steps

• Invoicing — Manage converted invoices
• Products — Set up your product catalog
• Templates — Choose quotation designs
• Finance Settings — Configure automation rules