Quotes
Sales teams prepare quotes with lines, tax, PDFs and expiry. Customer response links and revisions preserve offer history.
Sales teams prepare quotes with lines, tax, PDFs and expiry. Customer response links and revisions preserve offer history.
Where to find it
Web: open Sales. Desktop: Business → Sales, using the same record paths. Disabled modules or missing read permission remove the navigation entry.
| Screen / tab | Web path | Usage | Desktop |
|---|---|---|---|
| Quotes | /quotes | List, view or tab | Native screen |
| Record details | /quotes/[id] | Record or editor | Native screen |
Start working
Step 1
Start a quote or use a template.
Step 2
Review lines, notes, tax and expiry.
Step 3
Inspect PDF and send by email.
Step 4
Record acceptance/decline or withdraw.
Step 5
Revise, duplicate or save a template.
Settings
Option-by-option configuration and screen paths: Settings guide.
- Quotes ·
/settings/quotes
Permissions and limits
Before you start
Sent versions cannot be edited as drafts. Revision closes the old response link. Acceptance can draft an agreement; it is not a payment.
Role capabilities: Read (read), Write (write), Manage (manage), Export (export), Comment (comment), Own records only (own_records_only).
Own-record restrictions apply equally to lists, records and Era. Record state or missing data can refuse an otherwise permitted action.
Ask Era
Draft a quote for this customer and show it before sending.
Select relevant records for Era context. Era respects modules/roles; external or confirmation-sensitive work can stop for approval. Use era tools in the terminal to inspect currently available tools.
Automation and events
These declared events are available to module-event triggers. Subscribing does not configure the next operation; choose recipients, conditions and actions separately.
Operation details
The inventory includes record, configuration, visitor and background flows. IDs support Era/automation; not every row is a menu button. Asterisks mark required inputs. Unmapped rows do not imply a visible control.
| Operation and ID | Inputs | Permission | Screen or flow |
|---|---|---|---|
Start a quote · quotes.create | For, Lead, From template, Title, Currency, Tax country, Valid until, Notes, Lines | Write | /quotes |
Edit a draft quote · quotes.update_draft | Quote *, Title, Valid until, Notes, Tax country, Lines | Write | /quotes/[id] |
Revise into a new version · quotes.revise | Quote * | Write | /quotes/[id] |
Send by email · quotes.send | Quote *, Email, Message | Write | /quotes |
Mark accepted · quotes.accept | Quote *, Answered by, Note, How, Typed signature, From address, Browser | Write | /quotes/[id] |
Mark declined · quotes.reject | Quote *, Answered by, Note, How, Typed signature, From address, Browser | Write | /quotes/[id] |
Withdraw · quotes.withdraw | Quote *, Reason | Write | /quotes/[id] |
Lapse overdue quotes · quotes.expire_due | — | Write | Background routine |
Add a note · quotes.add_note | Quote *, Note * | Write | /quotes/[id] |
Duplicate · quotes.duplicate | Quote *, For | Write | /quotes/[id] |
Save a quote template · quotes.create_template | From quote | Manage | /quotes/[id], /settings/quotes |
Edit a quote template · quotes.update_template | Template *, Template name, Quote title, Notes for the customer, Currency, Lines | Manage | /settings/quotes |
Delete a quote template · quotes.delete_template | Template * | Manage | /settings/quotes |
Related guides
Settings
Options, screen paths and defaults.
Workflows
Operations managers connect triggered blocks on a canvas with conditions, loops and approval waits.
Sales
Sales — modules and detailed settings
Technical sources
packages/os-kernel/src/modules/quotes.ts, packages/os-kernel/src/modules/index.ts, apps/studio/lib/os/navigation.ts, apps/studio/lib/os/settings-groups.ts, apps/era-station/apps/web/src/era/business/screens.ts.