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. From it the customer accepts, optionally entering their PO number, and the quote converts straight to a sales order; or they reject, and it moves to Lost. Internal notes are stripped before anything reaches the customer.
Digital acceptance is gated: the quote must be Sent and the company must have digital quotes enabled. 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.