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Quotes help you prepare, price, share, and agree on a custom offer with a customer. You can write the proposal, add pricing, invite recipients, collect feedback, and automatically turn the accepted quote into an order. Use quotes when a customer needs a proposal that is more personal than your normal self-service checkout. For example, you may need custom terms, a special combination of items, or a review step before the order is processed.

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The quote workflow

1

Create the draft

Give the quote a title and select the customer.
2

Build the proposal

Add your written content, files, customer details, and pricing.
3

Add recipients

Choose the people who can open the quote and give each person the right access level.
4

Publish and negotiate

Set the validity period and sharing options, then publish the quote. Recipients can review the published version, comment, or request changes based on their role.
5

Accept and finalize

An Admin recipient accepts the quote. Metrifox then processes the order automatically or waits for your team to finalize it, based on the quote setting.

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Quote statuses

Quotes list with quote statuses, customers, and the New quote button

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Quotes and quote versions

A quote can have several versions. This lets you negotiate without changing the version that a customer already received.
  • A new quote starts as v1.
  • Editing a published quote creates a new draft version.
  • The published version stays visible to the customer while you work on the draft.
  • Publishing the new draft replaces the previously published version.
  • You can use the version selector beside the quote status to open an older version.
Comments, pricing, attachments, and the accepted agreement belong to a specific quote version. Check the version number before you make a change or reply to a comment.

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Continue through the guide

Create and manage a quote

Follow the full workflow from creating a draft to accepting and finalizing the quote.