A quote is a priced proposal you send to a customer. When the customer accepts and digitally signs it, the quote becomes a job and equipment gets reserved.Documentation Index
Fetch the complete documentation index at: https://docs.jingjaiops.com/llms.txt
Use this file to discover all available pages before exploring further.
Quote lifecycle
Draft
You build the quote by adding inventory items, kits, or manual lines. No one outside your team sees it yet.
Accepted
The customer digitally signs through the portal. The signed PDF is attached and a deposit (if any) is requested.
The quote list view
The list shows every quote with these columns:| Column | What it shows |
|---|---|
| Number | Quote number, format QT-YYYY-NNNN |
| Customer | Customer name |
| Date | When the quote was created |
| Expires | When the quote expires if not accepted |
| Total | Final total including VAT |
| Status | Draft / Sent / Accepted / Job Created / Declined / Expired |
Statuses in detail
| Status | Meaning | Next action |
|---|---|---|
| Draft | Being built. Not visible to the customer. | Add line items, then send. |
| Sent | Customer has the link. | Wait for acceptance, follow up if needed. |
| Accepted | Signed by customer. Deposit requested if applicable. | Convert to job. |
| Job Created | A job exists for this quote. | Use the job. |
| Declined | Customer rejected the quote. | Archive or revise and resend. |
| Expired | Past the expiry date with no acceptance. | Re-quote if still relevant. |
Real-time updates
Every quote status change shows up in real time for everyone in your team. If a customer accepts a quote on their phone at 9:47 PM, your sales lead sees the status flip to Accepted without refreshing. This also applies to the deposit step — when the deposit is paid, the quote and the customer’s deposits tab both update instantly.What’s on a quote PDF
A quote PDF is bilingual (EN/TH side-by-side) and includes:- Your company header (logo, name, address, tax ID)
- Customer details
- Quote number, date issued, expiry date
- Line items with description, quantity, duration, rate, line total
- Optional items (clearly marked, not in subtotal)
- Subtotal, VAT (7%), grand total
- Security deposit (separate, VAT excluded)
- Terms and conditions block (configurable in Settings)
- Signature block — empty until signed, then shows the digital signature, signer name, and timestamp
Next steps
Create a quote
Build your first quote step by step.
Add line items
Items, kits, manual lines, and discounts.
Send a quote
Email or portal link, what the customer sees.
Add a deposit
Security deposits on quotes.