Quotes

The Quotes system lets you send custom price quotes to customers. Customers can review the quote, accept it (which automatically creates an invoice), or suggest changes, all without any back-and-forth outside your store.

Quote Statuses

Status	Description
pending	Quote sent and awaiting customer action
revision_requested	Customer has suggested changes; awaiting admin review
accepted	Customer accepted the quote; invoice has been created
expired	The expiration date has passed; quote can no longer be accepted
cancelled	Quote was cancelled by an admin

Creating a Quote

1. Navigate to Admin Panel > Quotes
2. Click Create Quote
3. Fill in the quote details:
   • Customer: search by email or user ID
   • Expiration Date: after this date the quote expires automatically
   • Line Items: add one or more items with name, price, and optional description
   • Memo: optional message to the customer
   • Terms of Service: optional terms the customer should review before accepting
4. Optionally add Client Details (stored on the quote, not the customer profile):
   • Company name
   • Billing address
   • Phone number
   • Tax ID / VAT number
5. Click Create Quote

The customer will receive an email notification with a link to view their quote.

Managing Quotes

Navigate to Admin Panel > Quotes to see all quotes. The list can be filtered by status and searched by quote ID, customer name, or expiration date.

Admin Actions

From the quote detail page, admins can:

• Edit: update line items, expiration date, client details, memo, or terms
• Cancel: set the quote to cancelled; customer is notified
• Convert to Invoice: manually create an invoice from the quote without requiring customer acceptance (requires manageInvoices permission)

Revision Requests

When a customer suggests changes, the quote moves to revision_requested. Admins are notified and can review the suggested items.

Approve Revision:

• The quote items are updated with the customer's suggested changes
• Quote status returns to pending
• Customer is notified the revision was accepted and can now review the updated quote

Reject Revision:

• Quote items remain unchanged
• Quote status returns to pending
• Customer is notified the revision was declined

Customer Experience

Customers view their quote at /quote/[id]. Only the quote owner (or staff with manageQuotes) can access the page.

The quote page displays:

• Quote ID, creation date, and expiration date
• Status badge
• Memo and terms of service
• Client details (company, address, phone, tax ID)
• Itemized line items with totals

Customer Actions (pending quotes only)

Accept Quote:

• Instantly converts the quote to an invoice
• Customer receives an email and Discord DM (if configured) with a link to the new invoice
• Quote status changes to accepted

Suggest Changes:

• Customer can modify item names, prices, and descriptions, or add/remove items
• An optional reason for the changes can be provided
• Quote moves to revision_requested until admin reviews

info

Expired or cancelled quotes cannot be accepted or modified by the customer.

Notifications

All quote status changes trigger notifications to the customer:

• Email notification (if email is configured)
• Discord DM (if Discord integration is enabled)

Converting a Quote to an Invoice

Quotes can become invoices in two ways:

1. Customer accepts: automatic conversion when the customer clicks Accept
2. Admin converts: manual conversion from the admin quote detail page

The resulting invoice inherits the quote's line items, client details, memo, and terms.

Permissions

Permission	Access
owner	Full access
manageQuotes	Create, edit, cancel quotes; approve/reject revisions; view all quotes
manageQuotes + manageInvoices	All of the above, plus convert quotes to invoices

Customers can view and act on quotes they own without any special permissions.