Quotes
You’ll need: Quotes — if you cannot see these, the module may be switched off for your business or outside your permissions. An administrator can change either.
A quote is a priced offer with an expiry date. Its job is to be checkable later.
What it holds
A quote number identifies it. Client is the contact it went to. Quote date and valid until bound it. Quote title describes the job.
Quote items are the lines: what, how many, at what price. Currency and payment options say how you would expect to be paid, payment terms on what schedule, and notes carry anything the lines cannot.
Two fields worth knowing: from location is which of your locations is quoting, which matters when branches price differently, and customer rfq number is the customer’s own reference for the request. Recording their reference is a small courtesy that makes you much easier to deal with — your quote arrives quoting the number their system is waiting for.
Valid until is the field people skip
A quote with no expiry is a price you have promised forever.
Prices move: your supplier raises theirs, the exchange rate shifts, the season turns. A customer who accepts a nine-month-old quote is not being unreasonable if nothing on it said otherwise — you offered it.
Set the date to something you can genuinely honour. Two weeks is not mean; it is accurate.
Quotes are evidence
Because every change is recorded, a quote answers who priced it, when, at what, and what changed if it was revised. When a customer says “you said forty thousand”, the answer is not a memory — it is a record with a date on it.
For that to work, revise the quote rather than editing the numbers quietly and saying nothing. The audit trail will show both, but a customer conversation goes better when the revision was deliberate.
Then what?
An accepted quote flows onward — into a sales order or an invoice — carrying its lines. Use the link rather than retyping, so the chain from quote to cash stays followable.
A quote that goes nowhere is not a failure to hide, either. Quotes that never convert are data: they tell you where your pricing loses.
Try it
On staging.feeprime.com, raise a quote with two lines and a validity of one week, then open its audit trail and change a price. Seeing the before-and-after is what makes the document trustworthy in a disagreement.