Quotes
A quote is where pricing actually happens: line items, quantities, discounts, and tax, bundled into a document a client can review and accept. Most opportunities become a quote before they become anything else.
The summary cards
- Total quotes
Every quote you've made, not counting rejected ones.
- Quoted value
The value of all active and won quotes.
- Won
Quotes the client accepted, or that you've already turned into an invoice.
- Open
Quotes that are sent and waiting for an answer.
The bar underneath shows where that value sits: Draft, Sent, Accepted, not invoiced, and Invoiced.
Requires attention
Above the table, Tabulox points out what's worth doing next:
- Accepted work waiting to be invoiced — the total, how many quotes, and the oldest acceptance. Review & bill takes you to them.
- Quotes about to expire that still need a follow-up. Draft follow-up writes the email for you (with Tabulox AI when your plan includes it, otherwise a standard follow-up) and opens the quote's Send dialog. Nothing is sent until you press Send.
The list
The tabs filter by where a quote stands — All, Draft, Sent, Accepted and Closed — and each shows its count and value. Search, Filter and View narrow it further, and + Save view keeps a combination you use often.
Each row shows the client, quote number, status (Draft, Sent, Viewed, Accepted, Converted, Rejected or Expired), whether accepted work has been Invoiced or is Not invoiced yet, the valid-until date (in amber when it's close), and the amount. The ⋯ menu on a row has View quote, View activity (who opened it and when), Convert to contract, Send, and Cancel.
On a quote
Open a quote to see it as the client will, with Edit, PDF and Send at the top. The Client journey strip shows the whole deal, from inquiry to paid, and offers the next step: Create invoice once the quote is accepted (no proposal needed), Create agreement for a contract, or a drafted follow-up while you're waiting on the client.
You don't have to use Proposals at all — plenty of deals go straight from an accepted quote to an invoice. Proposals are for when you want a richer, branded document (cover, sections, formal acceptance) instead of just the priced line items.
Creating a quote
Click New quote (top right of the list). Arriving from an opportunity, project or client fills in the To block for you; starting from the list gives you a blank quote.
- From / To
From is your business, already filled in. To is the client — pick an existing one or enter new details.
- Line items
Add as many as you need: item, quantity, unit (e.g. "hours", "flat", "mo"), price and an optional discount. The amount totals itself.
- Details
A title for the document, how long the quote is valid, an optional short description, and your terms. Advanced pricing sets the tax (added on top, included in the prices, or none), the tax rate and a deposit, for the whole quote.
Create quote saves it, ready to send.
The Templates panel on the right applies a starter set of line items and terms in one click. It has built-in templates for common kinds of work, plus any you save yourself, and a search box to find one quickly.