Quotes
Build detailed, multi-option quotes for custom jobs. Link line items to your product catalog, then convert accepted quotes directly into orders.
Overview
The Quotes page lists all quotes with their number, title, customer, status, total, and date. Filter by status to focus on drafts that need finishing or sent quotes awaiting a response.
Creating a Quote
- Click New Quote (from the Quotes list or a Customer detail page)
- Select a customer and enter a title
- Click Create Quote to open the quote editor
Quote Structure
Quotes are organized into options, each containing one or more line items. This lets you present multiple pricing tiers or configurations to the customer.
Options
An option is a named grouping (e.g. “Standard” or “Premium”). Each option has its own subtotal calculated from its line items.
Line Items
Each line item has:
- Type — Printing, design, finishing, hardware, shipping, or other
- Description — What the item is
- Quantity and unit — e.g. 4 pcs, 2.5 hours
- Unit price — Price per unit in dollars
- Project link (optional) — Link to a product in your catalog
Linking Line Items to Projects
When adding items, you can optionally select a project from the dropdown. This:
- Auto-fills the description with the project name
- Pre-fills the unit price from the project's configured price
- Carries the project link through to orders when the quote is accepted
Adding Options with Items
The Add Option modal lets you create an option and its line items in a single step:
- Click Add Option on the quote detail page
- Enter an option name and optional description
- Add one or more line items with type, description, quantity, unit, and rate
- Optionally link each item to a project
- Click Create Option to save everything at once
You can also add more items to an existing option using the inline form on each option card.
Quote Workflow
| Status | Description |
|---|---|
| Draft | Quote is being built. Editable. Can be deleted. |
| Sent | Marked as sent to the customer. Still editable. |
| Accepted | Customer approved. An order is created from the selected option. |
| Rejected | Customer declined the quote. |
| Expired | Quote passed its expiration date without a response. |
Marking as Sent
Click Mark as Sent to move the quote from Draft to Sent status. This is a workflow gate — it records that the customer has received the quote.
Accepting a Quote
When a customer approves, click Accept on the winning option. Daedalus will:
- Create a new order linked to the same customer
- Convert printing-type line items and project-linked items into order line items
- Carry project links through so the order references the correct products
- Set the quote status to Accepted
The new order appears in Orders ready to be processed into tasks and print jobs.
Deleting Quotes
Draft quotes can be deleted from the Quotes list using the trash icon. Quotes in other statuses cannot be deleted to preserve history.