#Quotes, Orders & Invoices

#Quotes

Quotes allow you to create formal proposals that can be sent to contacts, accepted, or rejected.

#List & Board Views

Quotes support both list and Kanban board views, similar to leads and deals. The list view shows quote number, title, contact, value, and status.

#Creating a Quote

The quote form includes:

• Contact — Select a person and/or organisation.
• Deal — Optionally link to an existing deal.
• Product Lines — Add products with quantity, price, tax, and discount.
• Terms & Description — Text fields for terms and conditions.

#Quote Actions

• Send — Email the quote directly to the contact.
• Download — Generate and download a PDF of the quote.
• Accept / Reject — Mark the quote as accepted or rejected.
• Unaccept / Unreject — Reverse accept/reject status.

#Portal

Each quote has a public portal URL (/p/quotes/{external_id}) that allows the recipient to view and respond to the quote without a CRM login.

#Orders

Orders track confirmed sales, typically created after a deal is won or a quote is accepted.

#Creating an Order

The order form includes:

• Contact — Person and/or organisation.
• Product Lines — Products with quantity, price, and tax.
• Delivery Address — Shipping address for the order.

#Order Actions

• Download — Generate a PDF of the order.
• Create Delivery — Create a delivery record from the order.

#Invoices

Invoices manage billing for orders and deals.

#Creating an Invoice

Invoices can be created standalone or from an existing order or deal. The form includes:

• Contact — Person and/or organisation.
• Invoice Lines — Products/services with quantity, price, and tax.
• Due Date — Payment due date.
• Terms — Payment terms.

#Invoice Actions

• Send — Email the invoice to the contact.
• Download — Generate a PDF.
• Pay — Record a payment against the invoice.

#Portal

Invoices have a public portal URL (/p/invoices/{external_id}) for recipients to view and pay invoices.

#Deliveries

Deliveries track the fulfilment of orders.

#Creating a Delivery

Deliveries are typically created from an order using the Create Delivery action. They include delivery product lines and delivery address information.

#Delivery Actions

• Download — Generate a PDF delivery note.

#Purchase Orders

Purchase orders manage orders placed with suppliers.

#Creating a Purchase Order

The form includes supplier organisation, product lines, and delivery details. Purchase orders can also be created in bulk using the multiple creation feature.

#Purchase Order Actions

• Send — Email the purchase order to the supplier.
• Download — Generate a PDF.