Sending Quotes
Quote a price, let the customer accept it online, and turn the accepted quote into an invoice with one click. Quotes are part of the Invoicing & Bookkeeping add-on.
Creating a quote
Open Finance → Quotes and click New quote. Pick the customer, set how long the price holds, and add your lines. Quantities and unit prices work exactly as they do on an invoice.
Valid until defaults to 30 days out. After that date the customer can no longer accept online — useful when your own costs move and you don't want a three-month-old price coming back to you.
Like invoices, quotes start as drafts you can freely edit.
Sending it
Click Send to customer. Iraca assigns a quote number, creates a private link, and emails your customer a branded message with the quote PDF attached.
The link opens a page where they can read the quote, download the PDF, and either accept or decline — no login required. Accepting asks for their typed name, which Iraca records alongside the date. A bare click isn't much evidence of who agreed to what; a name and a timestamp are.
If they decline, they can tell you why. That reason shows on the quote so you know whether it was price, timing, or something you can fix.
You'll see when the customer opened the quote, so you know it arrived.
Quotes never touch your books
A quote is a price, not a debt. Nothing you do to a quote — sending it, the customer accepting it, letting it expire — records anything in your ledger, and quotes never appear in your A/R aging or your reminders.
Nothing is owed until you issue an invoice. That's when revenue gets recorded.
Quotes also don't reserve stock. Quoting 500 units doesn't set 500 units aside, so check availability before promising a delivery date on a large order.
Turning a quote into an invoice
When the customer says yes, open the quote and click Convert to invoice. Iraca creates a draft invoice with the same customer, the same lines, and the same prices, then takes you to it. Review it, finalize it, and send it as normal.
A quote converts once. There's no way to accidentally create two invoices — and two debts — from one agreement.
Converting an expired quote? Iraca asks you to confirm rather than refusing. Honouring a price you quoted six weeks ago is a commercial decision, and it's yours to make.
You can convert a quote the customer hasn't formally accepted — plenty of deals are agreed over the phone.
What quotes don't do yet
- Revisions. There's no v1 → v2 history. Edit while it's a draft; once sent, duplicate it into a new quote to re-price.
- Partial acceptance. The customer accepts the whole quote or none of it. They can't accept three of five lines.
- E-signature. A typed name is the evidence standard for now.
- Deposits on acceptance. Taking money before an invoice exists is coming later.
What's next
- Invoicing Your Customers — turn the accepted quote into a bill
- A/R Aging & Payment Reminders