You make a quote just like an invoice. You send it, keep track of the customer's answer, and turn it into an invoice with one click.
Making and sending a quote
Under Quotes, click New quote. Choose a customer and fill in the lines, as with an invoice. Under Valid until, fill in how long your offer stands.
Ready? Click Send…. The quote then gets a number. After that you download the PDF or mail it to the customer. See Mail.
You can still change a sent quote. Huismus does tell you to send the new PDF again if the customer already has it.
The customer's answer
At the top of the quote you see which step it's in. Got an answer? Record it with Accept or Decline. No answer and the quote has run out? Choose Mark as expired.
On the overview, Awaiting reply lists the quotes that are still open.
From quote to invoice
Click Convert to invoice. Huismus makes a draft invoice with the quote's customer and lines. The invoice stays linked to the quote, and the quote itself doesn't change. Then you issue the invoice as usual. See Invoices.
You can also convert a quote that expired or was declined.