This chapter follows a sales path: turn a draft into a quote, email the customer, and handle accept/decline.
Convert a draft into a quote
Open the order (Orders → All orders → click the row).
Use Convert to quote.
Status becomes Quote.
You’re still in the same job — only the status changed.
Send the quote to the customer
On the quote, click Send quote (later: Resend quote).
The app emails the customer with a view quote link (secure token) and/or points them to the Customer portal if they already have access.
First successful send counts toward your monthly quote allowance on Free/Starter.
What the customer typically gets
An email from your shop.
A link to review pricing and lines without staff login (
/quote/view-style link).If you’ve invited them to the portal, they can also sign in at Customer portal and find the job under their orders.
Portal invite usually starts when you create the customer with an email, or when you click Send portal invite on the customer card — Customers, Customer portal.
Customer accepts or declines
Customer action | What you’ll see on the job |
|---|---|
Accept | Job moves to Pending review — waiting for staff Approve |
Decline | Quote declined |
Link/time expired | Quote expired (system) — you can return it to Quote and resend |
Important: Accept does not start production and does not fully “approve” the job. Someone in your shop with Approve permission must click Approve next.
Sales board (Quote pipeline)
If your plan includes it (Starter+):
Open Orders → Quote pipeline.
Drag cards across columns: New → Sent → Follow-up → Won → Lost.
Use this for sales follow-up only.
Won does not Approve the order — still open the job and click Approve.
Free plans see an upgrade/blocked message on the pipeline.
Quotes list for follow-up
Orders → Quotes filters the list to quote-phase jobs only — handy after a busy week of sending offers.
Work down the order tabs from left to right when you can — quote and proof before production and ship usually avoids rework.