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View, filter, and manage all your sales quotes
The quotes page displays all your quotes in a sortable, filterable table. Each row provides key information at a glance including the quote number, associated company, current status, and total value. Use this page to track quotes through their lifecycle from draft to acceptance.
- Quote # — The unique quote number, displayed in monospace font for easy identification.
- Title — The descriptive title of the quote.
- Company — The associated company, shown with its avatar.
- Status — A color-coded badge showing the current quote status.
- Total — The total value of the quote, formatted with the appropriate currency symbol.
- Expiry Date — The date the quote expires, after which it can no longer be accepted.
- Owner — The user who created or is responsible for the quote.
- Created — The date the quote was first created.
- Draft — The quote is being prepared and has not been shared with the customer yet.
- Pending Approval — The quote has been submitted for internal approval before it can be sent.
- Approved — The quote has been approved internally and is ready to be sent to the customer.
- Sent — The quote has been delivered to the customer via email or public link.
- Viewed — The customer has opened and viewed the quote.
- Accepted — The customer has formally accepted the quote, optionally with a signature. From an accepted quote you can create a delivery project seeded with a task for each line item, so the work handoff starts in one click.
- Rejected — The quote has been rejected (either by an internal reviewer during the approval workflow, or because the customer formally declined it after it was sent). A rejection comment is captured and stamped with the rejecter's identity and timestamp. Rejected quotes can be revised into a new draft — see Revising a rejected quote below.
- Declined — Legacy customer-decline status. New declines on internal approval paths now land as Rejected.
- Expired — The quote passed its expiry date without being accepted.
- Revised — A new revision of this quote has been created. The parent stays at Revised; the new draft carries the next revision number.
Route a discounted quote for internal sign-off before it goes to the customer.
When a quote carries a discount that needs a manager's blessing before it leaves your organization, you can route it for internal approval instead of sending it directly. This is the path between the Draft and Approved statuses, and it runs through a dedicated approvals inbox.
Submit the draft for approval
An approver reviews it in the Quote approvals inbox
The approver approves or rejects
Create a new draft from a rejected quote with the parent's line items and an audit-trail snapshot.
When a customer rejects a quote, you can revise it into a fresh draft instead of starting from scratch. The Revise quote button appears on the quote detail page only when the current quote is in Rejected status. Clicking it creates a brand-new quote in Draft status with the parent's company, contact, opportunity, line items, pricing, terms, and branding pre-filled, and bumps the revision number by one (Rev 2, Rev 3, …). The new title appends the revision marker, for example “Q1 Pricing (Rev 2)”.
What the revision carries forward
- Company, contact, opportunity, and assignee
- All line items, pricing, discounts, taxes, and deposit configuration
- Currency, expiry date, notes, internal notes, terms & conditions
- Branding — header, footer, logo, primary color
What the revision resets
- Status returns to Draft
- Rejection reason, comment, and timestamp are cleared
- Signature and sent-state fields start blank
- The issue date is set to today
Hand an accepted quote straight to delivery, with a task for each line item.
Once a quote is accepted, you can turn it into a delivery project in one click. The new project is linked back to the quote, and every non-optional line item becomes a task, so the delivery team starts with the scope the customer agreed to already laid out.
Open the accepted quote
Go to the quote detail page for a quote in Accepted status. The Create project action is available there.
Click Create project
Laureo creates a delivery project linked to the quote and its company, and seeds a task for each non-optional line item on the quote. Optional lines the customer did not take are skipped.
Pick up the work in delivery
Open the new project to assign owners, set dates, and track the seeded tasks like any other delivery work.
The search bar at the top of the quotes list searches across multiple fields simultaneously. Start typing to filter results in real time. The search matches against:
- Quote title
- Quote number
Available Filters
- Status — Filter by any combination of quote statuses (Draft, Pending Approval, Approved, Sent, Viewed, Accepted, Declined, Expired, Revised).
Click any sortable column header to sort the list. Click again to toggle between ascending and descending order. The following sort options are available:
- Created Date — Sort by when the quote was created (default, newest first).
- Title — Sort alphabetically by quote title.
- Total — Sort by the total value of the quote.
- Expiry Date — Sort by when the quote expires.
- Status — Sort by current status.
Click Export in the quotes toolbar to download the complete current view, not only the rows on the visible page. The CSV follows the search, status filters, and sort order you have applied.
- 10,000 rows or fewer. The CSV downloads directly.
- More than 10,000 rows. Laureo starts a private background export. A single completed CSV downloads automatically; a larger result shows ordered part buttons so you can download each file explicitly.
- If you close the tab. Open the Export ready notification to return to Quotes and resume that exact job. Multipart jobs reopen the same part chooser.
- Download window. The completed file or ordered file parts remain available for 48 hours. Each generated download link is valid for five minutes; reopen the notification to request a fresh link while the file is still available.
Quote templates let you predefine terms and conditions, notes, colors, and default values that are applied when creating new quotes. Templates help maintain consistency across your team and save time when generating proposals. You can select a template during quote creation to auto-fill these standard fields.
Template Settings
- Terms & Conditions — Standard legal terms applied to the quote.
- Notes — Default notes or additional information included with the quote.
- Colors — Brand colors used in the quote PDF and public link.
- Defaults — Pre-filled values such as currency, payment terms, or validity period.