Quotes
Manage pre-invoice offers and convert accepted quotes into invoice workflows.
What You Can Do
- Create quotes with line items, issue date, valid-until window, and customer link.
- Track states from draft to sent, accepted, rejected, expired, and converted.
- Duplicate quotes and convert accepted or ready quotes into invoices.
Workflow Notes
- Quote conversion preserves sales-to-billing continuity.
- Role permissions can restrict editing and final actions.