Quotes (also called estimates or proposals) let you send a price proposal to a client before committing to an invoice. If the client accepts, you can convert the quote into an invoice with one click.
Quote List
Go to Components > JoomInvoice > Quotes to see all your quotes. The list supports the same searching, filtering, sorting, and pagination as the invoice list.
Creating and Editing Quotes
The quote form works the same way as the invoice form (see Invoices), with a few differences:
- Quote numbers use the Quote number format from Configuration.
- The default template is the Default quote template.
- Quotes do not have payment records.
- Quote templates can include Accept and Reject buttons for clients.
Quote Statuses
| Status | Meaning | Color |
|---|---|---|
| Pending | Waiting for the client to respond | Yellow |
| Accepted | Accepted by an admin | Green |
| Accepted by Client | Client clicked the Accept button | Green |
| Cancelled | Cancelled by an admin | Gray |
| Rejected | Rejected by an admin | Red |
| Rejected by Client | Client clicked the Reject button | Red |
| Expired | The quote has expired | Gray |
Common Actions
Duplicating a Quote
Select a quote and click Duplicate to create a copy with a new quote number.
Converting a Quote to an Invoice
This is one of the most useful features. When a client agrees to a quote:
- Open the quote or select it in the list.
- Click Convert to Invoice.
- A new invoice is created with all the quote's details (recipient, items, taxes, notes, etc.).
- The original quote stays unchanged. The new invoice is completely independent.
Sending a Quote by Email
Click the envelope icon to send the quote to the client. The email uses the configured quote template and subject line.
Client Accept and Reject
When you send a quote to a client, they can accept or reject it directly from the email or the online quote view.
How It Works
- Add the
{accept_button}and{reject_button}placeholders to your quote template (see Templates). - Send the quote to the client.
- The client sees Accept and Reject buttons in the email or when viewing the quote online.
- Clicking Accept changes the quote status to "Accepted by Client".
- Clicking Reject changes the quote status to "Rejected by Client".
Clients do not need a Joomla account to accept or reject a quote - the links include a secure authentication code.
Admin Notifications
You can be notified by email when a client responds to a quote.
Setting Up Notifications
- Go to Configuration > Notifications.
- Enable Quote Status Notifications.
- Customize the email subjects and message bodies if needed.
Available Placeholders for Notification Emails
| Placeholder | What It Shows |
|---|---|
{quoteNumber} |
The quote number |
{quoteClientFullName} |
The client's name |
{quoteClientEmail} |
The client's email |
{quoteTotal} |
The quote total amount |
{quoteLink} |
A link to the quote in the admin panel |