> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oncoeverything.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quotes

> Price a request, send it, and what the buyer sees when they open it.

A quote says what you will deliver, what it costs and how long it takes. The buyer opens it from a private link and accepts it online.

## Write and send a quote

**1. Open the request and click Write a quote**

A panel titled **Quote** opens.

**2. Start from a template, if one fits**

Pick one in **Start from a template**. It fills the form. You can change anything after that.

**3. Fill in the quote**

* **Scope**: what you will deliver. This is required.
* **Line items**: a description and a price for each line. Use **Add a line** for more. The form calculates the **Total**.
* **Delivery, in days**: how long after acceptance you deliver. You must fill this in before you send the quote. The due date comes from it.
* **Link valid for, in days**: how long the buyer can accept. The default is 30 days.
* **Terms**: payment terms or conditions.

**4. Save draft, or send it**

**Save draft** saves the quote and does not send it. **Send the quote to …** asks you to confirm, then emails it. The request moves to **Quoted**.

> [!WARNING]
>
> You cannot edit a sent quote. To change it, click **New version**. Version 2 replaces version 1, and the old link stops working.

## What the buyer gets

The buyer gets an email with the subject "Your quote for REQ-…". It shows the total, the delivery time and the date the quote is open until. A **Read the quote** button opens the quote page.

The quote page shows the scope, the line items, the total, the delivery time and the terms. The buyer can:

* **Accept it.** They type their name and email and click **Accept this quote**.
* **Ask a question first.** They type a question. You get an email with the subject "REQ-…: question on quote version …". Answer it from the request with **Write to the buyer**. The question is also in the request history.

## When the buyer accepts

These things happen automatically:

* The request moves to **Accepted**, and gets a due date.
* The buyer gets an account, and their company becomes an organization if it is new.
* The buyer gets an email with a sign-in link, so they can follow the work.

> [!NOTE]
>
> You do not get an email when a buyer accepts. Watch the **Accepted** requests in the queue, or the **Quotes out** card on Today.

After the buyer accepts, the request shows **Raise the invoice**. This button opens a new invoice with the details from the quote. See [Invoices](https://docs.oncoeverything.com/billing/invoices.md).

## Quote states

| State | Means |
| - | - |
| **Draft** | Saved, not sent |
| **Sent** | Emailed to the buyer |
| **Accepted** | The buyer accepted it |

If the date in **Link valid for** passes, the buyer's page says the quote has expired. Send a new version to give them a fresh link.


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