Quotes work exactly like invoices in Easy Invoice — same editor, same customer and product boards, same totals logic — but they live on the Quotes board with their own numbering sequence (Q-0001, Q-0002, etc.) and a different status workflow (Draft → Sent → Approved / Declined / Expired).
Step 1 — Open the Quotes board
Switch to your Quotes board (one of the three boards the workspace template creates).
Step 2 — New Quote
Click New Quote in the sidebar. Easy Invoice creates a blank quote with the next number in your sequence (for example Q-0001) and opens it in the document editor.
The document title shown on the PDF is configurable from Settings — for example “Quotation” or “Estimate”.
Step 3 — Customer and line items
The editor is the same one you use for invoices. Type in BILL TO to pick a customer from your Customers board. Add lines from your Items board or type one-off entries. Adjust quantity, rate, and the per-line Tax checkbox.
Tip. Use the Quotes board’s status groups to track where each quote is — Draft for in-progress, Sent for delivered, Approved for accepted, Declined for lost, Expired for stale.
Step 4 — Send the quote
Click PDF to download a PDF, or Link to publish a public URL your customer can open and view. Update the status group on the Quotes board to Sent.
Step 5 — When the customer approves
Move the quote into the Approved status group. From there you can either:
- Click Convert to Invoice to create a draft invoice with everything carried across (see converting a quote to an invoice).
- Or keep the quote as a permanent record and start the invoice manually.