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Version: 2.0.0

Quotes

Overview​

BiznisBox allows you to create, edit, and delete quotes. Quotes are documents that you send to your customers to provide them with a price estimate for your goods or services. Customers can accept or reject quotes, and you can convert quotes into invoices.

Quote list​

You can see the list of quotes by clicking on the "Quotes" button in the main menu. You will be redirected to the quote list page where you can see all the quotes that you have created.

Quote view

Creating a quote​

To create a new quote, click on the "New quote" button on the quote list page. You will be redirected to the quote creation page where you can fill in the details of the quote.

Create quote

Quote details​

You can see the details of the quote by clicking on the quote in the quote table. You will be redirected to the quote details page.

Quote details

Converting a quote to an invoice​

You can convert a quote to an invoice by clicking on the "Convert to invoice" button on the quote details page. You will be redirected to the invoice creation page with the created invoice pre-filled with the quote details.

Editing a quote​

You can edit a quote by clicking on the "Edit" button on the quote details page. You will be redirected to the quote edit page where you can make changes to the quote.

Edit quote

Sharing a quote​

You can share a quote with your customers by clicking on the "Share" button on the quote details page. You will be redirected to the share quote page where you can send the quote to your customer via email.

Share quote

Deleting a quote​

You can delete a quote by clicking on the "Delete" button on the quote details page. You will be prompted to confirm the deletion of the quote.

Delete quote

Audit log​

You can see the audit log of the quote by clicking on the "Audit log" button on the quote details page. You will be redirected to the audit log page where you can see all the changes that have been made to the quote.

Audit log

Quote status​

Quotes can have the following statuses:

  • Draft: The quote is being created and has not been sent to the customer.
  • Sent: The quote has been sent to the customer.
  • Expired: The quote has expired.
  • Viewed: The customer has viewed the quote.
  • Accepted: The customer has accepted the quote.
  • Rejected: The customer has rejected the quote.
  • Converted: The quote has been converted to an invoice.