A quote is a priced offer you send a customer — nothing is committed until they accept. It's the first step in NexerIQ's sales flow: Quote → Order → Invoice. This guide covers creating a quote, adding lines, and moving it through its lifecycle.
Creating a quote
Open Sales → Quotes and click Create Quote. Choose the Customer and Billing Address, set the Currency and Valid Until date, and add an optional Reference, Work Project, or Notes. Click Create — the quote opens so you can add lines.
Adding lines
On the quote, click Add Line and pick a product (or type a manual description). Set the Quantity, Unit Price, Discount %, and tax, then Save Line. The Net, Tax, and Gross totals update as you go. You can edit lines while the quote is still a Draft.
Sending, accepting, rejecting
- Send — when the quote is ready, click Send (it needs at least one line). The status moves to Sent.
- Accept — if the customer agrees, mark it Accepted.
- Reject — if not, click Reject and enter a Rejection Reason.
Converting to an order
Once a quote is Accepted, click Convert to Order. NexerIQ creates a linked sales order and marks the quote Converted; the quote then shows a Linked Order. From there, see the working with sales orders guide.
Quote statuses
A quote moves through: Draft → Sent → Accepted → Converted. It can also end as Rejected or Expired (past its Valid Until date). The status badge colour tells you where it stands at a glance.
Tip: Set a realistic Valid Until date — quotes that pass it are marked Expired, a helpful nudge to follow up or re-issue. You can still attach files and add internal notes to a quote at any stage.
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