> /quotes

Quotes & Estimates

Create professional quotes and convert them to sales effortlessly. Track every estimate from draft to closed deal.

> open_quotes — active pipeline
> pending_value — est. revenue
AI_ASSIST AI-assisted quote drafts available. Smart line items & pricing suggestions ready.
> draft —
> sent —
> accepted —
> converted —
> new_quote.init()

New Quote

Build a professional customer estimate with AI-assisted line items and pricing.

quote_builder.form
> customer_info
> line_items

Describe products, quantities, and unit prices as structured text.

> pricing
$
$
$

Final billable total

> validity & notes
// all required fields marked with *
AI_ASSIST active
> suggested_line_items

2x Wireless Earbuds Pro

@ $34.99 each — $69.98

1x USB-C Charging Hub

@ $29.99 each — $29.99

3x Phone Case (Assorted)

@ $12.50 each — $37.50

> pricing_insight

Based on recent catalog data, quotes with a 5–10% discount close 2.3× faster than full-price estimates.

> validity_tip

Setting a 7–14 day validity window creates urgency without pressure. Recommended expiry: 14 days.

> notes_template

"Prices valid for 14 days. Delivery within 3–5 business days. Payment due on acceptance."

> quotes.pipeline.list()

Quote Pipeline

All customer quotes — track status, act on accepted deals, convert to sales.

Loading quotes pipeline...

> status_legend
draft — not yet sent
sent — awaiting response
AI-drafted — review pending
accepted — ready to convert
declined — closed lost
converted — sale recorded
> convert_to_sale

Accepted quotes show a blue Convert → Sale button. One click records the transaction in your sales ledger automatically.

View Sales Ledger
> quick_actions

Each quote row supports inline status updates, edit, and delete. Bulk actions available on multi-select.

edit update_status delete