# Quotes

> Create quotes, send them, mark them accepted or rejected, and convert an accepted quote into an invoice in one click.

Canonical: https://docs.getonebooks.com/sales/quotes/
Language: en
Documentation index: https://docs.getonebooks.com/llms.txt

A quote (estimate) tells a customer what you would charge. Quotes never post to the ledger; only the invoice you convert them into does.

![The Quotes list with Active, Pending and conversion-rate figures](https://docs.getonebooks.com/screenshots/en/sales-quotes-list.webp)

## Create a quote

1. Open **Sales → Quotes** and select **Create Quote**.
2. Pick the **customer**, the **issue date** and the **valid until** date.
3. Add lines from your items or free-text descriptions, with quantity, unit price and tax.
4. Add a discount, notes (for example payment terms) and select **Save**.

![The New Quote form](https://docs.getonebooks.com/screenshots/en/sales-quote-new.webp)

## Send, accept, reject

Open the quote and use the actions:

- **Send** — by **Email**, **WhatsApp** or **Download** the PDF. The status becomes **Sent**.
- **Accept** or **Reject** — record the customer's answer. Rejected quotes stay for reference.
- A sent quote whose **valid until** date has passed shows as **Expired**.

![A quote page with its lines, totals and Send, Accept, Reject and Convert to Invoice actions](https://docs.getonebooks.com/screenshots/en/sales-quote-detail.webp)

## Convert to an invoice

1. Open an **accepted** quote and select **Convert to Invoice**.
2. Review the new draft invoice — dates, lines and tax rates — and adjust if anything changed since the quote.
3. Send the invoice as usual.

![An accepted quote showing the Convert to Invoice action and the converted invoice link](https://docs.getonebooks.com/screenshots/en/sales-quote-convert.webp)

The quote's status becomes **Converted** and links to the invoice. The invoice takes your current tax settings, so check line tax rates before sending if they changed after the quote was written.

## Statuses

| Status | Meaning |
|---|---|
| **Draft** | Editable, not sent. Can be deleted. |
| **Sent** | Delivered to the customer. |
| **Accepted** / **Rejected** | The customer's answer. |
| **Expired** | Sent, and the valid-until date has passed. |
| **Converted** | An invoice was created from it. |

## Related

  - [Invoices](https://docs.getonebooks.com/sales/invoices/)
  - [Print templates](https://docs.getonebooks.com/data/print-templates/) — Customise the quote PDF.