Offers
The Offers section lets you create detailed commercial quotes for your clients, track their status, and convert accepted offers into projects.
What you can do
- Create an offer - Click "New Offer" and add line items with descriptions, quantities, and prices
- Edit an offer - Update line items, totals, or client details
- Send an offer - Mark an offer as sent when you deliver it to the client
- Track status - Monitor whether offers are accepted or rejected
- Convert to project - When an offer is accepted, create a project from it
- Delete an offer - Remove draft offers that are no longer needed
Offer statuses
| Status | Description |
|---|---|
| Draft | Work in progress, not yet sent |
| Sent | Delivered to the client |
| Accepted | Client approved the offer |
| Rejected | Client declined the offer |
Key fields
| Field | Description |
|---|---|
| Offer Number | Auto-generated sequential number |
| Client | The client this offer is for |
| Line Items | Description, quantity, unit price, and total for each item |
| Estimated Total | Sum of all line items |
| Notes | Additional terms or notes |
tip
When a client accepts an offer, you can create a project directly from it. The project will inherit the offer's line items and client.