> 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/quotes.md). # Quotes Create a quote from a project, choose what shows on it, and email it to your client. The quote is usually the first document your client sees, so a wrong price or a missing delivery date costs you credibility before the order starts. In OrderEazi, you create the quote from the project's lines, choose exactly what shows on it, and email it to your client in one step. If you send a new version, it replaces the one before. ### Before you start You'll need the **Create Documents** permission, in the **Projects** permission group. The project needs: * **A client with a valid email address:** Choose the client in [Project details](/central/order-management/projects/project-details.md). * **At least one line:** Every product and supplier on the lines must exist in OrderEazi. * **A description:** If your organisation requires one. Some options on the quote screen need their own permission, in the **Document Creation** permission group, such as **Hide Codes** or **Hide Quote Totals**. Without it, the option is greyed out and shows "You don't have permission to change this setting". ### How to create and send a quote > **Warning:** **Create and Email** in step 7 emails the quote to your client straight away. Check the lines, the expiry date, and the email address first. 1. At the bottom of the project, select **Create Documents**. 2. Next to **Quote**, select **Create**. 3. Under **Document Settings**, choose what to show and hide on the quote. Each change saves as soon as you tick it. 4. Under **Please enter your quote expiry date**, check the **Expiry Date**. 5. Check the lines under **Order Items**. Select **Preview Quote** to see the PDF. 6. Under **Email**, check the **To:**, **Subject**, and **Message:**. Add **CC:**, **BCC:**, or attachments if you need them. 7. Select **Create and Email**. You see "Quote Created" and "Please check Email Delivery Status in Outbox". The project's history shows "Quote Created" with the quote number. To create the quote without emailing it, clear **Send Email to Customer** before step 7. The button then changes to **Create**. ### What you can show or hide **Show on the document:** **Display Line Notes** (above or below each line, in a colour you choose), **Display Stock on Hand**, **Display Exchange Rate**, **Display Payment Terms**, **Display Company Profile**, **Display Personal Bio**, **Display Serial Numbers**, **Display Ratings** and, with a payment app installed, **Display Payment Link**. **Hide from the document:** **Hide Product Codes**, **Hide Product Images**, **Hide Document Total and Total VAT**, **Hide Delivery Date**, **Hide Bank Details**, **Hide Comments**, **Hide Zero Cost Price Line Items**, **Hide Zero Selling Price Line Items**, **Hide Contact Email**, **Hide Account Number**, **Hide Expiry Date**, **Hide Project Number**, **Hide Discounts**, **Hide Terms and Conditions**, **Hide Colour/Size**, and **Hide Rep Details**. Your administrator sets the defaults for each document type in the [Workflow Manager](/central/order-management/settings/workflow-manager.md). You can change them on each quote. > **Note:** To let your client approve or reject the quote online, tick **Display Ratings**. It adds approve and reject buttons to the quote. See [Quote approval by your client](/central/order-management/documents/sales-documents/quote-approval-by-your-client.md). ### The rest of the quote screen * **Expiry Date:** Starts at today plus your organisation's **Days until document expires** setting. A date you pick applies to this quote only. * **Document Addresses:** Tick **Check this box to modify billing and delivery addresses on the document** to change the addresses on this quote only. * **Promotions:** Add a promotion to the top or bottom of the email, if your role allows it. * **Comments:** Add a comment to print on this quote. It isn't copied to other documents. * **Document Language:** Only appears when your organisation creates documents in more than one language. See [Document Languages](/central/order-management/documents/document-languages.md). ### When you send a new quote Each new quote gets a new version number, and the **Quote** row changes to **Recreate** or **Resend**. Earlier quotes your client hasn't approved yet are cancelled with the reason "Superseded By Newer Quote", so your client can only approve the latest one. Your organisation can turn on **Allow Multiple Active Quote Approvals** to keep every version open until one is approved. **Example:** You quote 20 chairs at R1 200 each, and the client asks for a lower price. You change the lines to R1 100 and create a new quote. The first quote is marked "Superseded By Newer Quote". If the client opens its approval link, they're told a newer version has been issued. Creating a quote also starts your organisation's quote follow-up emails, unless follow-ups are turned off for the project or its sales rep. If the quote total is over the sales rep's high-value amount, the people the rep chose get a "High Value Order Notification" email. ### When you can't create a quote * **"Please add items to your project before trying to create a document.":** Add at least one line. * **"Please ensure project client has a valid email address first":** Fix the client's email address on the project. * **"Please make sure you have added a description for your project.":** Add a **Description** on the project's **Order Details** tab. * **"Please create all products before continuing" or "Please create all suppliers before continuing":** A line uses a product or supplier that doesn't exist in OrderEazi yet. Create it first. Once the project has a sales order, the **Quote** row no longer appears. ### Related pages * [Quote approval by your client](/central/order-management/documents/sales-documents/quote-approval-by-your-client.md): let your client approve the quote online * [Sales orders](/central/order-management/documents/sales-documents/sales-orders.md): the next document after the order is approved * [Payments](/central/order-management/projects/payments.md): add a payment link to the quote