Quotes (Estimates)

A Quote allows you to send a formal proposal to a customer before a deal is closed. It is strictly a pre-sales document and has no financial impact until accepted.

The Quote Workflow

The quote lifecycle is designed to facilitate negotiation.

1. Draft: You build the proposal. You can add Products and custom discounts.
2. Sent: You email the quote to the prospect. They view it via a secure link.
3. Accepted: The prospect digitally signs or clicks "Accept".
4. Converted: Floatless automatically converts the Quote into an Order.

Why Use Quotes?

• Professionalism: Send a branded PDF or link instead of a plain email.
• Speed: When the customer accepts, the Order is created instantly. No need to re-type data.
• Expirations: Set a Valid Until date (e.g., 30 days) to create urgency.
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  Conversion: Once a customer accepts a Quote, it becomes a Confirmed Order. From there, you just need to click "Generate Invoice" to bill them.