> ## 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.

# Quotes Overview

> How quotes work in JingjaiOps — the lifecycle, statuses, and what's on a quote PDF.

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.

## Quote lifecycle

<Steps>
  <Step title="Draft">
    You build the quote by adding inventory items, kits, or manual lines. No one outside your team sees it yet.
  </Step>

  <Step title="Sent">
    You email or share a portal link. The customer can now view the quote.
  </Step>

  <Step title="Accepted">
    The customer digitally signs through the portal. The signed PDF is attached and a deposit (if any) is requested.
  </Step>

  <Step title="Job Created">
    You convert the accepted quote to a job with one click. The job inherits the line items and dates.
  </Step>
</Steps>

A quote can also move to **Declined** (customer says no) or **Expired** (not accepted before the expiry date).

## 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 |

Click any column to sort. Use the status filter at the top to see only a single status.

## 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

<Columns cols={2}>
  <Card title="Create a quote" icon="plus" href="/quotes/create-quote">
    Build your first quote step by step.
  </Card>

  <Card title="Add line items" icon="list" href="/quotes/line-items">
    Items, kits, manual lines, and discounts.
  </Card>

  <Card title="Send a quote" icon="paper-plane" href="/quotes/send-quote">
    Email or portal link, what the customer sees.
  </Card>

  <Card title="Add a deposit" icon="vault" href="/quotes/deposits">
    Security deposits on quotes.
  </Card>
</Columns>
