A quote's overview

Every issued quote has its own overview. You open it by clicking the quote in the quote list — its number or its customer. A draft opens in the editor instead.

On the left you see the quote itself; on the right, what you can do with it, its Quote details — with the status as the first entry — and its History. ‹ Quotes takes you back to the list.

The quote itself

On the left, the quote is shown page by page — exactly the PDF that was created when it was issued and that your customer received. Anything you’ve changed since doesn’t change it: a new logo, another template, your new address or the customer’s new address. So you always see what you actually offered.

If the quote was declined, withdrawn or has expired, every page carries the stamp DECLINED, WITHDRAWN or EXPIRED — the PDF you download too. The quote underneath stays unchanged.

If the document can’t be shown, you see The document can’t be shown right now. Get it with “Download PDF”.

Actions

The next step is at the top of the card: Convert to invoice — or, once the quote has become an invoice, Open invoice. Below are the other actions this quote allows right now; the red ones after a line.

Action	When	More
Convert to invoice	Issued, Sent, Expired	Convert to an invoice
Open invoice	Invoiced	–
Send / Resend	Issued, Sent	Issue and send
Download PDF	Always	–
Duplicate	Always	Duplicate
Correct	The most recently issued quote, as long as it hasn’t been sent	Correct
Send withdrawal notice	Withdrawn, if the customer had received the quote	Withdraw
Mark as declined, Withdraw	Issued, Sent	Decline and withdraw
Delete	The most recently issued quote, as long as it hasn’t been sent	Delete

They’re the same actions as in the list’s ⋮ menu, with the same dialogs. If the customer has no email address, Send is greyed out; clicking it shows where to add one.

Printing

To print, get the quote with Download PDF and print it from your PDF viewer. That puts exactly the document your customer has on paper — without the browser’s headers and footers.

Quote details

The card shows the details as of the day the quote was issued, in groups:

Group	What it shows
Status	Where the quote stands — for a declined or withdrawn quote, the Reason you recorded below it.
Customer	The customer with their contact person, the Billing address and, if the quote has one, the Shipping address. Clicking the customer opens their overview.
Quote	Quote date and Valid until — in the quote’s own format —, your Contact person and the quote’s Language.
Invoice	For a converted quote, the invoice it became, as a link — or Draft while it hasn’t been issued yet.

History

The History lists what has happened to the quote — newest first, with date, time and who did it:

Entry	Meaning
Issued	The quote got its number.
Sent	Sent by email — with the address it went to below.
Returned to draft for a correction	Made a draft again with Correct.
Marked as declined, Withdrawn	You find the reason in the quote details.
Expired	The Valid until day had passed. UNENO makes this entry itself — it has no name.
Converted to an invoice	The quote became an invoice.

With more than eight entries, page through them at the bottom of the card.

Good to know

• Anyone whose role has View under Quotes sees the overview. Which actions they see depends on their other permissions — without Edit, for example, there’s no Send.
• The link to the invoice only shows for people with View under Invoices; everyone else just sees its number.
• On a phone, the actions, quote details and history come first, the quote below them.