# Price quotes: send a quote and turn it into an invoice on accept

> Create a quote for a customer from Quotes, send it, then press "Accept → invoice" when they agree, or decline it with a reason. Quotes do not touch stock or the books.

Section: Selling · verified against the product on 2026-10-29

Canonical: https://dashingerp.com/en/help/price-quotes-for-customers

A quote lets a customer see the items and the total before they commit. When they accept, one press turns it into an invoice, with the same lines.

## Steps

1. Open "Quotes" from the menu and press "New quote".
2. In "New quote" choose the customer ("Pick a customer…") and the "Currency".
3. Under "Line items" press "Add a product…", search the item and set the quantity and the price. Add as many lines as needed; the "Subtotal", "Tax" and "Total" update.
4. Press "Save". The quote is a "Draft".
5. Open it and press "Send". Its status becomes "Sent".
6. When the customer agrees press "Accept → invoice". An invoice is created from the quote; use "View invoice" to open it, then collect payment as usual ([selling with an invoice](/help/sell-with-an-invoice)).
7. If they say no, press "Decline" and write the "Decline reason". The status is "Declined".

## If it doesn't work

- "Could not save": a customer or at least one line is missing, or the connection dropped; try again.
- You cannot find a quote: use the filters "All", "Draft", "Sent", "Accepted", "Declined".

## What the system does not do

It does not email or message the quote by itself; "Send" marks its status. Share the figures with the customer yourself.

## Common questions

**Does a quote reserve the stock or record a sale?**

No. A quote is a non-binding offer. Stock and the books move only when it becomes an invoice.

**What is the difference from Request for quotes?**

Quotes are what you offer your customer. Request for quotes is what you ask your suppliers, to compare their prices before buying.

## Other languages

- العربية: https://dashingerp.com/help/price-quotes-for-customers
- کوردی: https://dashingerp.com/ckb/help/price-quotes-for-customers

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Dashing · https://dashingerp.com/en