Quotes
An offer to a customer: what they could buy and at what price, which they accept or decline.
A quote holds lines with a description, a quantity, and a unit price, and a total. It can name the deal it prices.
How it works
A quote is a Document. It moves like this:
- You draft the quote. A draft changes freely.
- You click Send quote. Continual numbers the quote, such as Q-12, and makes it final.
- When the customer answers, you click Accept quote or Decline quote.
Send quote does not email the customer. Share the quote with them yourself. A sent quote no longer changes. To offer different terms, draft a new quote.
A line can name one of your products. A quote can also name the legal entity that sells, and an order drafted from it copies its lines.
Document: final once committed; a new document corrects it.
Status
- Draft
- Sent
- Accepted
- Declined
Fields
- NumberSet by Continual
- Number, such as Q-12
- TotalSet by Continual
The sum of its lines' amounts.
- Money
- Customer
The company or person it is for.
- Link to a company or person
- Legal entity
The legal entity that sells, whose books a bill drafted from it goes on.
- Link to a legal entity
- Deal
The deal it prices, if any.
- Link to a deal
- Valid until
- Date
- Memo
- Text
- LinesEach has Description (text), item (link to a product), Quantity (quantity), Unit price (money), Amount (money).
- List
Actions
- Send quote. Sends a draft quote: numbers it and makes it final.
- Accept quote. Records that the customer accepted a sent quote, so an order can be drafted from it.
- Decline quote. Records that the customer declined a sent quote.