Quotes
A priced offer to a customer — the front of the sales flow.
A quote is a priced offer to a customer: the line items they asked about, what each costs, and for how long. It's where a sale begins, before there's any commitment to build or ship. Accept it and it becomes a ; let it lapse and it closes on its own.
A quote is where pricing is negotiated and recorded. Lines support quantity breaks, so the price for ten can differ from the price for a hundred, and the number you settle on is what carries forward to the order. Quotes are optional, since an order can be raised directly, but when used, a quote and its eventual order are tied together through a shared rather than a rigid link.
Fields
Status lifecycle
Each line tracks its own progress too: Not Started, In Progress, Complete, or No Quote for a line you decline to bid. Finalizing a quote moves it to Sent and marks its lines Complete, leaving any No Quote line as it is.
Digital quotes
A Sent quote can be shared with the customer over a private link, no login — the URL is in the quote's share dialog. The page shows the quote lines with images, the quantity-break pricing, the totals (subtotal, discount, tax, shipping), the shipping method and payment term, and any external notes. Internal notes are stripped before anything renders, so the customer never sees your working comments.
From that page the customer accepts — entering their name and email, picking the quantity break per line, and optionally attaching a purchase-order PDF — and the quote converts straight to a sales order, stamping who accepted it. Or they reject, again with a name and email, and the quote moves to Lost.
The link is the only credential
There is no account or password behind the link — whoever holds the URL can open the quote. Send it to the right person and don't post it anywhere public. Both actions are gated on status: only a Sent quote can be answered, and once the expirationDate passes the page shows an expired state and the buttons are gone.
A companion customer portal then shows the buyer live order and job status as the work proceeds.
Becoming an order
Converting a quote, internally or by the customer accepting, builds a sales order from its lines at the negotiated price. It opens at To Ship and Invoice when a line ships physical goods, or To Invoice for a service-only order with nothing to ship. The quote itself flips to Ordered, or Partial if only some lines converted.
There's no path from a quote straight to a production job. A is raised from a sales order line, so the sequence is always quote → order → job.