Quote lifecycle
1
Draft
You build the quote by adding inventory items, kits, or manual lines. No one outside your team sees it yet.
2
Sent
You email or share a portal link. The customer can now view the quote.
3
Accepted
The customer digitally signs through the portal. The signed PDF is attached and a deposit (if any) is requested.
4
Job Created
You convert the accepted quote to a job with one click. The job inherits the line items and dates.
The quote list view
The list shows every quote with these columns:
Click any column to sort. Use the status filter at the top to see only a single status.
Statuses in detail
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.