{"schema":"exacc.help.page/1","url":"https://exacc.au/help/create-quote/","title":"Create and send a quote","description":"Prepare a quote for a customer, email it as a PDF, track its status and turn it into an invoice when the customer accepts. On the web or the mobile app.","category":"Invoicing & Payments","summary":"Open **Business › Sales › Quote**, fill it in like an invoice, click **Finalise**, then **Send quote by e-mail** from the quote summary. When the customer says yes, click **Convert to Invoice**: Exacc creates a draft invoice from the quote for you to post.","lastVerified":"2026-09-29","apps":["app","mobile"],"processIds":["create_quote"],"start":{"label":"Start a new quote","url":"https://app.exacc.au/{dbId}/sales/invoice-quote-form/new"},"menuPath":["Business","Sales","Quote"],"steps":[{"step":1,"title":"Fill in the quote","body":["Open **Business › Sales › Quote** (**Create Invoice Quote**). Choose the **Customer**, add the lines (account, qty, unit price and tax code on each) and set **Payment Terms** and **Sales Person**, just as on an invoice. **Quote Header** is optional text at the top."],"url":"https://app.exacc.au/{dbId}/sales/invoice-quote-form/new","image":"https://exacc.au/help/create-quote/step-1.png"},{"step":2,"title":"Save or finalise","body":["**Save draft** keeps it to finish later. **Finalise** makes it ready to send (\"Finalised / Not Sent\") and opens the quote summary."]},{"step":3,"title":"Send it","body":["On the summary click **Send quote by e-mail**. The customer gets the quote as a PDF and its status becomes **Sent**. **Other Actions › Download PDF** gives you the PDF to send another way."]},{"step":4,"title":"Record the answer","body":["Use the **Quote status** dropdown on the summary to record where it stands. A draft has to be finalised before its status can change."]},{"step":5,"title":"Convert to an invoice","body":["Click **Convert to Invoice** and **OK**. Exacc creates a draft invoice with the quote's lines, amounts, header and sales person, with **Order Ref** \"Quote\" and the quote number, and opens it. Check the dates, then **Update & Finalize** and send it.","Convert each quote once: converting again makes a second invoice."]}],"sections":[{"heading":"Finding quotes","body":["In **Manage Invoices** open **More Filters** and set **Type** to **Quotes**. Draft quotes open in the editor, others open their summary."]},{"heading":"On the mobile app","body":["In the **Invoices** tab tap the create button, choose **New Quote**, fill it in and tap **Finalise**. On the quote tap **E-mail** to send it, change its **Status**, or use **More › Convert to Invoice**."]}],"faqs":[{"q":"Can I take a deposit on a quote?","a":"Not from the quote itself. Once converted, you can split the invoice into instalments with a payment plan."},{"q":"How do I copy a quote?","a":"Create a new quote for now: **Duplicate quote** currently produces a draft invoice instead of a quote."}],"related":["https://exacc.au/help/create-invoice/","https://exacc.au/help/manage-invoices/","https://exacc.au/help/invoice-payment-plan/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}