A quote is an estimate you send to the customer before closing the sale. It does not affect inventory or generate tax documents. Use a quote when the customer wants to compare prices / you need approval before selling / it is a project or large order / or the customer will request the work later. Use direct sale when the customer pays now.
Get started
Go to Quotes → + New quote
Assign customer
Just like in sales, search for or create the customer. Although the quote does not require an invoice, having the customer allows you to: send the quote by email or WhatsApp / convert it into a sale without re-entering data / follow up.
Add products
Add the products just like in a sale: search by name / code or SKU / set quantities and prices / apply discounts if applicable.
Set validity
Define how long the quote is valid:
Validity date — After this date, prices may change
Notes — Special conditions / delivery times / etc.
Save
The quote is saved with the status Pending, ready to send to the customer.
Send to customer
Email — Sends a professional PDF with all the details
WhatsApp — Share the link or PDF directly
Print — Generates a paper version
Quote statuses
Pending — Just created / waiting for a response
Sent — Sent to the customer
Approved — Customer accepted (ready to convert)
Rejected — Customer did not accept
Expired — The validity date has passed
Converted — Turned into a sale