Quotes

Overview

Quotes represent formal proposals sent to clients with pricing and terms. A quote can be created from a Deal and, once accepted, can be converted into an Order. Quotes progress through pipeline stages and track acceptance/rejection status.

Model: VentureDrake\LaravelCrm\Models\Quote Table: {prefix}quotes (default: crm_quotes)

Attributes

Attribute	Type	Description
`external_id`	`string`	UUID used in URLs (auto-generated)
`quote_id`	`string`	Auto-generated quote number (prefix + number)
`title`	`string`	Quote title
`reference`	`string`	External reference
`description`	`text`	Description
`currency`	`string`	Currency code
`subtotal`	`integer`	Subtotal (stored in cents)
`discount`	`integer`	Discount amount (stored in cents)
`tax`	`integer`	Tax amount (stored in cents)
`adjustments`	`integer`	Adjustments (stored in cents)
`total`	`integer`	Total (stored in cents)
`issue_at`	`datetime`	Issue date
`expire_at`	`datetime`	Expiry date
`accepted_at`	`datetime`	When accepted
`rejected_at`	`datetime`	When rejected
`person_id`	`integer`	Contact person
`organization_id`	`integer`	Organisation
`client_id`	`integer`	Client
`deal_id`	`integer`	Source deal
`pipeline_id`	`integer`	Pipeline
`pipeline_stage_id`	`integer`	Pipeline stage

Note: All money fields are stored in cents. Mutators automatically multiply by 100 on set.

Relationships

Method	Type	Related Model	Description
`person()`	`belongsTo`	`Person`	Contact person
`organization()`	`belongsTo`	`Organization`	Organisation
`client()`	`belongsTo`	`Client`	Client
`deal()`	`belongsTo`	`Deal`	Source deal
`quoteProducts()`	`hasMany`	`QuoteProduct`	Line items
`orders()`	`hasMany`	`Order`	Orders generated from this quote
`pipeline()`	`belongsTo`	`Pipeline`	Pipeline
`pipelineStage()`	`belongsTo`	`PipelineStage`	Pipeline stage
`labels()`	`morphToMany`	`Label`	Labels/tags
`customFieldValues()`	`morphMany`	`FieldValue`	Custom field values
`ownerUser()`	`belongsTo`	`User`	Owner
`assignedToUser()`	`belongsTo`	`User`	Assigned user

Helper Methods

orderComplete()

Returns true if all quote products have been fully converted to order products across all related orders.

if ($quote->orderComplete()) {
    // All items have been ordered
}

Public Portal

Quotes have a public-facing portal page accessible at /p/quotes/{external_id}. This allows recipients to view and accept or reject quotes without needing a CRM login. The page renders the quote's own PDF template, so what the customer reads on screen is the document they download — see Portal.

Get link

A Get link button beside Preview, on the quote show page and on index rows, hands over the same 14-day signed portal URL that gets emailed to the customer. Before 2.4.1 the only way to obtain that link was to send the quote.

The modal is mounted once in the layout rather than once per row, and confirm() re-resolves the record through Support\PortalLink's model whitelist and the quote policy rather than trusting the component's own state — a tampered payload cannot mint a link to a record the caller may not view.

Note: The mark as sent tick offered on invoices and purchase orders is not offered on quotes: quotes carry no sent column, so there is nothing to tick.

Line Items

Model: VentureDrake\LaravelCrm\Models\QuoteProduct Table: {prefix}quote_products (default: crm_quote_products)

Reached from the quote via quoteProducts().

Attribute	Type	Description
`external_id`	`string`	UUID used by the API
`product_id`	`integer`	The product being quoted
`product_variation_id`	`integer`	Optional product variation
`quantity`	`decimal(15,3)`	Quantity, to at most 3 decimal places
`price`	`integer`	Unit price (stored in cents)
`tax_rate`	`decimal`	Tax rate percentage applied to the line
`tax_amount`	`integer`	Tax on the line (stored in cents)
`amount`	`integer`	Line total (stored in cents)
`currency`	`string(3)`	Currency code
`comments`	`string`	Optional per-line note
`order`	`integer`	Position of the line on the document

Note: quantity is decimal(15,3), so a product sold by weight or volume can be quoted at 3.5 Kg or 0.25 L. The HasDecimalQuantity trait casts it, which means $line->quantity reads back as a PHP float — a whole quantity of 2 compares as 2.0. Values are rounded to 3 decimal places on write, and a whole quantity still renders as 2 rather than 2.000.

Note: A soft-deleted product stays readable on the quotes that already reference it. QuoteProduct::product() resolves withTrashed(), so the line keeps its description on the show view, in all 14 PDF templates and in the Xero sync. The product pickers query Product:: directly, so a deleted product stays out of selection lists — readable on the documents that already reference it, not choosable on new ones. See Products.

PDF Generation

Quotes are exported as PDF documents through barryvdh/laravel-dompdf, rendered with one of the five shipped PDF Templates.

The template is resolved per record: the quote's own pdf_template column when set, otherwise the default chosen for quote under Settings → Templates, otherwise a PDF view the host has published and customised, otherwise modern. A PDF template select on the quote create and edit form pins a template to the record; leaving it blank follows the Settings default.

Downloads, the emailed attachment and the portal render all resolve the same way, so all three agree.

The "From" contact block on the themed templates is filled from Settings → General → Document contact details, or from a quote-specific override — see Settings. classic renders no From block on quotes.

Preview

A Preview action sits beside every download button — on the quote show page and on index rows — rendering the real generated PDF in a slide-over with pdf.js, rather than sending you out through the browser's download tray to check a document before sending it.

Route laravel-crm.quotes.preview, carrying the same can:view guard as its download twin, so preview grants nothing download did not. The viewer chunk and its pdf.js worker are imported lazily, so a user who never opens a preview downloads none of it.

Views

Quotes support both list view (paginated table) and board view (Kanban-style pipeline stages).

Creating a Quote

use VentureDrake\LaravelCrm\Models\Quote;

$quote = Quote::create([
    'title' => 'Website Redesign Proposal',
    'currency' => 'USD',
    'subtotal' => 10000,
    'tax' => 1000,
    'total' => 11000,
    'issue_at' => '2026-01-15',
    'expire_at' => '2026-02-15',
    'person_id' => $person->id,
    'organization_id' => $organization->id,
    'user_owner_id' => auth()->id(),
]);

Searching & Filtering

Searchable by quote_id, title, reference, and associated person/organisation names. Filterable by user_owner_id and labels.id.

Traits

Trait	Description
`SoftDeletes`	Soft delete support
`BelongsToTeams`	Multi-tenant team scoping
`HasCrmFields`	Custom field support
`SearchFilters`	Search and filter capabilities
`HasCrmActivities`	Activity timeline tracking
`HasGlobalSettings`	Global settings access

Reference

#Quotes

#Overview

#Attributes

#Relationships

#Helper Methods

#orderComplete()

#Public Portal

#Get link

#Line Items

#PDF Generation

#Preview

#Views

#Creating a Quote

#Searching & Filtering

#Traits