This page explains the concepts. To turn it on step by step, follow the quotes setup guide.
Create a Quote
Quote Lifecycle
Send to Customer
Accept Quote (Customer)
Via customer portal or API:Decline Quote
When a customer declines, the quote is marked as declined and cannot be modified or re-sent:Convert to Invoice
After acceptance, convert to an invoice:Apply Discounts
Download PDF
Update a Quote
Only draft quotes can be updated. Once a quote has been sent, create a new one instead.Delete a Draft Quote
Remove a draft quote that is no longer needed:Quote Expiration
When a quote passes itsexpires_at date:
- The status automatically changes to
expired - The customer can no longer accept it via the portal or API
- A
quote.expiredwebhook is fired
List Quotes
Filter Parameters
Webhooks
Next steps
Set up quotes
Issue your first quote
Invoices
What an accepted quote becomes