A quote is a fixed-price proposal you send to a customer for review. They can accept it from a public link (no Plyrium login needed); accepted quotes auto-convert into the customer record + an invoice draft.
Building a quote
- 1Click 'New quote'
From /portal/quotes or from any customer's detail page (where the customer is pre-filled).
- 2Pick or add a customer
Type to search existing customers; the combobox surfaces matches as you type. Or hit + to add a new one inline.
- 3Add line items
Type a description and price, or pick from your saved catalog (Settings → Invoicing). Each line has quantity, unit, price, optional discount, and a kind tag (material/labor/service/fee) that drives the P&L breakdown.
- 4Set tax + expiry
Tax pulls from your default jurisdiction (Settings → Invoicing). Expiry defaults to whatever you set there — typically 30 days.
- 5Save draft or send
Save & send fires an email to the customer with their public-link URL; Save draft just stores it. The customer can accept from the link without an account.
What happens when they accept
- If they weren't a customer record yet, one is created automatically.
- An invoice draft is auto-built from the same line items so you don't re-type.
- The quote status flips to 'accepted' and gets a 'converted' chip once you finalize the invoice.
- You get a notification — owner email by default, plus push/SMS if configured.
Set up the 10-15 jobs you do most often in Settings → Invoicing → Line item catalog. Picking 'Water heater install — 50 gal gas' instead of typing it every time also keeps your descriptions consistent across customers (good for your P&L breakdown).