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User Interface

Integrations

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
organisation_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
organisation() belongsTo Organisation 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.

PDF Generation

Quotes can be exported as PDF documents using barryvdh/laravel-dompdf.

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,
    'organisation_id' => $organisation->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