Quotes

5 questions

How do I create a quote?

Go to the Quotes menu > New quote. The form is identical to an invoice, with an extra "Valid until" field. The quote gets a separate number based on the prefix configured in your settings.

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How do I convert a quote to an invoice?

When the client accepts, mark the quote as "Accepted" then click "Convert to invoice". All lines are copied into a new invoice with a sequential number. The quote moves to "Converted" status and remains accessible.

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What happens when a quote expires?

A quote whose validity date has passed moves to "Expired" status and a warning banner appears on its page. You can still convert it to an invoice if the client eventually accepts after the expiry date.

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Is the quote email different from an invoice email?

Yes. The quote email does not include your banking details — this is intentional, as a quote is not a payment request. The subject line and email body are also adapted accordingly.

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How can my client sign a quote online?

From the quote detail page, click the link icon to generate a unique signature link. Send this link to your client by email or messaging. They access a secure page where they can read the quote, tick the "I declare I accept the terms" checkbox, add an optional handwritten signature, then click Sign and accept. The eIDAS SES (Simple Electronic Signature) is legally valid across Europe — the client's IP address and timestamp are recorded as proof. The quote automatically moves to Accepted status and you can immediately convert it to an invoice.

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