Quotes and recurring quotes
Get pricing approved before you bill, and automate quotes that repeat on a schedule.
A quote is a price proposal you send a client before the work happens. Once the client accepts, you convert it to an invoice and bill them.
Creating a quote
- Open CRM → Quotes.
- Click New Quote (top-right).
- Fill in client, line items, payment schedule, notes, exactly the same as creating an invoice.
- Set a valid-until date (optional), once it passes, the quote auto expires.
- Click Create Quote.
Status lifecycle
| Status | Meaning |
|---|---|
| DRAFT | Editable, not sent. |
| SENT | Emailed to the client. |
| ACCEPTED | Client confirmed (you record this). |
| REJECTED | Client declined. |
| EXPIRED | Past the valid-until date with no decision. |
| CANCELLED | You voided it. |
| CONVERTED | Turned into an invoice, link visible at the top of the quote. |
Sending and converting
On the quote detail page:
- Send, emails the client with a PDF attached.
- Mark Accepted / Mark Rejected, record the client's response.
- Convert to Invoice, once accepted, this creates a new invoice pre-filled from the quote's line items and schedule. The quote's status changes to CONVERTED and the new invoice link is shown.
Quotes themselves don't accept payments, only invoices do.
Recurring quotes
If you bill a client the same thing every month (retainer, subscription, maintenance contract), you can set up a recurring quote. The system auto-generates a new quote on the schedule you pick.
Creating a recurring quote
- Open CRM → Quotes → Recurring tab.
- Click New Recurring Quote.
- Fill in the template (client, line items, etc) and add:
- Frequency, Weekly, Monthly, Quarterly, Yearly.
- Start date, when the first quote should generate.
- End date / max occurrences, optional.
- Click Create.
Managing the schedule
In the Recurring tab each row shows the template's status, frequency, next run date, and how many quotes have been generated so far. Per-row actions:
- Generate next (lightning icon), run it now without waiting for the scheduled date.
- Pause, stop generating until you resume.
- Resume, pick back up where you left off.
- Cancel, stop permanently. Past quotes stay; no new ones.
- Delete, only available when zero quotes have been generated yet.
Permissions you'll need
- Create Quotes to make new ones.
- Manage Quotes to send, accept/reject, convert, or cancel.
- View All Quotes to see quotes created by others.