Quotes
Build, price, and send a formal offer, then track it through to acceptance.
Quotes
A quote is a priced offer built from line items. Most quotes are built from a deal, but a quote can also stand alone with no deal attached. Accepting a quote is what allows a Statement of Work or Contract to be generated from it.
Navigation
Open CRM > Quotes from the main sidebar, or go to /quotes. Quotes are also reachable from a deal's Quotes tab.
What a Quote Contains
A quote can include:
- Account, and optionally a linked deal.
- A primary flag, when it belongs to a deal with more than one quote.
- Line items.
- Total amount.
- Valid-until date.
- Statement of Work.
- Contract.
- PDF and email delivery.
- A change-history log.
Quote Fields
For exact required fields, accepted values, and relationships, see Deals and Quotes Field Reference.
| Field | Meaning |
|---|---|
| Quote number | Auto-generated, sequential identifier (e.g. Q-000001). |
| Deal | The deal this quote was built from, if any. Optional. |
| Primary | Whether this is the deal's current, active quote, when it belongs to a deal. |
| Status | Where this quote is in its lifecycle. |
| Valid until | The date this quote's pricing expires. |
| Total amount | Sum of all line items, calculated automatically. |
| Signed date | A manual field for recording when the client signed — not set automatically on acceptance. |
Quote fields and line items are only editable while the quote is Draft or Revisioning. Once it's Sent or beyond, it locks — the same editable-status pattern used by Statements of Work and Contracts.
Quote Status
| Status | Meaning |
|---|---|
| Draft | Being built, not yet sent. |
| Sent | Delivered to the client, awaiting a response. |
| Revisioning | Being revised after being sent. |
| Accepted | The client has accepted the quote. |
| Rejected | The client declined the quote. |
| Expired | Meant to represent the quote's valid-until date passing unanswered — set manually, not detected automatically. |
| Approved | System-set once the quote has a signed Statement of Work or active Contract. Unrelated to the general Approvals system, and a dead end — no further status change is possible from here. |
| Closed | No longer active. |
Line Items and Pricing
Quotes share the same line-item editor used on deals, statements of work, and contracts. Each line has a charge structure — Time & Materials, One-Time Fixed Price, Pass-Through, or Recurring — that determines how it's priced. See Product Catalog and Line Items for the full breakdown.
For quotes with several Time & Materials or One-Time lines, the Line Item Matrix tool splits billable work across multiple providers at once, instead of editing each line individually.
Common Workflows
Create a Quote
- From a deal — see Deals's "Quote a Deal" workflow for the two ways to bring a deal's line items into a quote.
- Standalone — open Quotes, create a new quote, and leave the deal field set to "None (Standalone Quote)." Useful for a quote that isn't tied to a specific deal.
Once created, review and adjust line items, pricing, and discounts, then set a valid-until date.
Send a Quote
- Open the quote.
- Review the total and line items.
- Send it to the client, or generate the PDF/email directly from the quote's Email or PDF tab.
Turn an Accepted Quote into a Statement of Work or Contract
- Open the accepted quote.
- Go to the SOW tab or Contract tab.
- Create a new Statement of Work or Contract from the quote's line items.
- Continue in Statements of Work and Contracts.
Once that document is signed (SOW) or active (Contract), the quote's own status automatically becomes Approved — this is what allows the document to be linked to a delivery project.
Permissions
Quote visibility and actions depend on your role. If you cannot see or edit a quote, ask an administrator to review your permissions.