> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/documents/sales-documents.md).

# Sales documents

Sales documents are what your client sees, from the first price you give them to the invoice they pay. In OrderEazi, each one is created from the project, in the order the sale happens. Your workflow decides which of them your organisation uses, and when each one unlocks.

### The order they're created in

1. [**Proposals**](/central/order-management/documents/sales-documents/proposals.md) **or** [**Quotes**](/central/order-management/documents/sales-documents/quotes.md)**:** You send your client the price. A proposal is a designed document with your own wording, and a quote is the standard document.
2. [**Quote approval by your client**](/central/order-management/documents/sales-documents/quote-approval-by-your-client.md)**:** Your client approves or rejects the quote online.
3. [**Sales orders**](/central/order-management/documents/sales-documents/sales-orders.md)**:** Once the order is approved, the sales order confirms it and locks the project's lines.
4. [**Proforma invoices**](/central/order-management/documents/sales-documents/proforma-invoices.md)**:** If your client pays before delivery, you send them a proforma invoice to pay against.
5. [**Tax invoices**](/central/order-management/documents/sales-documents/tax-invoices.md)**:** You invoice the client, and the invoice syncs to your accounting system.

**Example:** A client asks for 20 office chairs. You email a quote, and the client approves it online. You complete the order approval step, create the sales order, and send a proforma invoice for the deposit. When the chairs are delivered, you create the tax invoice for the full order.

### Related pages

* [Documents](/central/order-management/documents.md): create documents and manage them on the project
* [Credits, returns, and voids](/central/order-management/documents/credits-returns-and-voids.md): reverse a sales document