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Accounting · Quotes

Start with the proposal.
Keep the details together.

Create and follow estimates using the same customer, line item and document framework as your invoices.

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Quote

QUO 001

Issued
Oct 02, 2026
Valid until
Oct 16, 2026
Currency
USD

From

Alder & Finch Supply

214 Mill Street

Leesburg, VA 20176

Bill to

Bluebird Studio

88 Harbor Lane

Annapolis, MD 21401

DescriptionAmount
Softbox lighting kit2 × $350.00 · 6% tax $700.00
Backdrop stand set2 × $400.00 · 6% tax $800.00
Delivery and installation1 × $410.00 · No tax $410.00
Staff training session2 × $200.00 · No tax $400.00
Subtotal
$2,310.00
Tax
$90.00
Total
$2,400.00

Invoice

INV 005

Draft
Issue date
Oct 14, 2026
Due date
Oct 28, 2026

Bill to

Bluebird Studio

  • Softbox lighting kit$700.00
  • Backdrop stand set$800.00
  • Delivery and installation$410.00
  • Staff training session$400.00
Subtotal
$2,310.00
Tax
$90.00
Total
$2,400.00

Converted estimate QUO 001 → invoice INV 005

Illustrative sample records. Not a live workspace.

Every quote, one list.

A clear record before the invoice.

  1. A dedicated quote list

    Find estimates again in the Quotes workspace with status summaries, search and paging.

  2. Shared document authoring

    Create the estimate through the invoice authoring workflow with the same customer and line item context.

  3. Record access stays consistent

    Quotes use the invoice module and the same role and attribute access checks.

Quotes

Price offers sent to customers before they order.

Quotes
5
Drafts
1
Not sent yet
Awaiting answer
2
Sent to the customer
Accepted
1
1 declined
NumberCustomerStatusIssuedValid untilTotal
QUO 001 Bluebird Studio Accepted Oct 02, 2026 Oct 16, 2026 $2,400.00
QUO 002 Northwind Traders Sent Oct 12, 2026 Nov 11, 2026 $1,800.00
QUO 003 Acme Corp Sent Oct 20, 2026 Nov 19, 2026 $3,150.00
QUO 004 Harbor Supply Co Declined Sep 18, 2026 Oct 18, 2026 $900.00
QUO 005 Bluebird Studio Draft Oct 28, 2026 Nov 27, 2026 $1,250.00

Anyone with invoice access can view quotes. Administrators and managers create them.

Draft, sent, decided.

  1. Prepare the estimate

    Choose the customer and record the proposed goods or services.

  2. Follow its status

    Find the document in the quote list and review its stored status.

  3. Keep the document context

    Return to the same customer and document details as the conversation progresses.

Quote in, invoice out.

Convert to invoice builds a new draft invoice from an open quote and leaves the quote in place as Accepted.

Converted to invoice (INV 005)

Carried over

Customer
Bluebird Studio
Bluebird Studio
Currency
USD
USD
Lines
4 lines, each with quantity and unit price
The same 4 lines
Tax
6% on two lines
6% on the same two lines
Total
$2,400.00
$2,400.00Recomputed from the lines.

Starts fresh

Number
QUO 001
INV 005A fresh invoice number.
Status
Accepted
Draft
Dates
Issued Oct 02, 2026. Valid until Oct 16, 2026.
Issued Oct 14, 2026. Due Oct 28, 2026.Dates restart on the day you convert and keep the same 14 days.

Stays behind

The quote
QUO 001 stays in the Quotes list as Accepted
Converted estimate QUO 001 → invoice INV 005Recorded in Activity.

Make quotes yours.

  1. Quote from a deal

    A workflow creates a quotation when an opportunity reaches the proposal stage.

  2. Know when it is accepted

    When a quote is accepted, a workflow tells the owner and creates the invoice task.

  3. Quote approvals by role

    Custom roles decide who can send a quotation to a customer.

  • Workflows and automations

    Start a workflow when a quotation is sent or accepted, so the next step starts on its own. Connect it to your email, chat and the apps you already use.

    See Workflows

  • Roles and permissions

    Every paid plan

    Decide who can see, create and change quotes, down to records and fields, with custom roles.

    See Users and Roles

  • Agaro Agent

    Ask about your quotes in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

  • Your own custom modules

    Scale and up

    When quotes needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    See custom modules

  • App Builder

    Every paid plan

    Build a website, document, slides or internal app next to your quotes, described in plain words.

    See App Builder

  • Open API and MCP

    Scale and up

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Read more: From lead to payment: how one record travels through your business

Next to quotes.

Quotes uses the Invoices module and keeps the proposal close to the customer and accounting documents.