Quotes (Tilbud)

Send quotes to your customers and let them accept or decline with a single click. Accepted quotes automatically convert into draft invoices — ready to send.

Creating a Quote

1. Go to Projects → Quotes in the sidebar
2. Click + New Quote
3. Fill in the form:
   • Client — start typing to search your client register. Select a client to auto-fill their contact details.
   • Valid until — the expiration date (defaults to 14 days from today)
   • Reference / PO — customer's purchase order or reference number (optional)
   • Personal message — a note that appears in the email and on the quote PDF (e.g., "Here's the estimate we discussed on Tuesday. Let me know if you have questions.")
   • Line items — add products or services with description, quantity, unit price, and VAT rate. Use the quick-add buttons if you have saved line item templates.
4. Review the live preview showing the final quote PDF
5. Click Save to save as a draft, or Send to deliver to the client immediately

The quote gets an auto-generated number like Q-0001.

Quote Statuses

Each quote moves through a lifecycle:

Status	Badge color	Meaning
Draft	Yellow	Created but not yet sent. You can still edit it freely.
Sent	Blue	Delivered to the client via email. Waiting for their response.
Accepted	Green	The client accepted the quote. A draft invoice is auto-created.
Declined	Red	The client declined. Their reason (if provided) is visible on the quote detail page.
Expired	Orange	The quote's validity date has passed without a response. Happens automatically via a background check.
Converted	Gray	The accepted quote has been turned into an invoice.

Sending a Quote

When you send a quote, the client receives an email with:

• Your company name and details
• The quote PDF attached
• A personal message (if you wrote one)
• A unique link where the client can accept or decline online

The quote moves from Draft to Sent.

The Public Quote Link

Every sent quote has a unique, unguessable URL (e.g., https://portal.envoi.no/q/abc123...). When the client clicks this link:

• They see the quote details: your company info, line items, totals, and your personal message
• A PDF preview of the full quote
• Two buttons: Accept Quote and Decline

When a client accepts

• The quote status changes to Accepted
• You receive an email notification
• A draft invoice is automatically created with the same client, line items, and totals as the quote — ready for you to review and send
• The quote status changes to Converted once the invoice exists

When a client declines

• The quote status changes to Declined
• The client can optionally provide a decline reason (free text)
• You receive an email notification
• The decline reason is visible on the quote detail page under the "Response" card

Quote expiration

If the client doesn't respond before the Valid until date, the quote automatically expires:

• Status changes to Expired
• You receive an email notification
• The public link still works but shows an "expired" message — the client can no longer accept

Reopening Quotes

If a quote was declined or expired but you want to give the client another chance:

1. Open the quote detail page
2. Click Reopen
3. Set a new Valid until date
4. The quote returns to Sent status with a fresh validity period
5. The public link becomes active again — the client can now accept or decline

The Quote Detail Page

The detail page shows everything about a quote:

Header

• Quote number (Q-XXXX)
• Download PDF button
• Send Email button (only visible on Draft quotes)
• Reopen button (only visible on Expired/Declined quotes)
• View Invoice button (only visible if the quote was accepted and converted)
• Status badge

Cards

• Client — name, email, address, org number, issue date, valid until, reference
• Personal message — the note you wrote for the client
• Response — shows the current response status:
  • Awaiting Response (Sent, with valid-until date countdown)
  • Accepted (with timestamp)
  • Declined (with timestamp and reason if provided)
  • Expired (with timestamp)
• History — timeline of events: quote created → sent to client → accepted/declined/expired

Line Items

Full table with description, quantity, unit price, VAT, and totals. Same format as the invoice detail page.

PDF Preview

A live preview of the quote PDF. Click to expand it full-screen.

Decline Reason

If the client declined with a reason, it's shown in a separate card below the grid.

Managing Quotes from the List

The quotes list page shows all your quotes with filters:

Filters

Use the status buttons at the top: All / Draft / Sent / Accepted / Declined / Expired

Table Columns

• Quote number
• Client name
• Issue date
• Valid until
• Amount (total inc. VAT)
• Status badge

Click a row to open the quote detail page.

Deleting Quotes

You can delete quotes from the list page or detail page — except:

• Accepted quotes cannot be deleted (they've been acted on by the customer and may have a linked invoice)

Draft, Sent, Declined, and Expired quotes can be freely deleted.

Where Quotes Live in the Sidebar

Quotes are under Projects in the sidebar navigation (not under Invoices). This reflects the natural project lifecycle: Tilbud → Prosjekt → Faktura (Quote → Project → Invoice).

Quote vs. Invoice

	Quote	Invoice
Purpose	Estimate / proposal	Bill for completed work
Status	Can be accepted or declined	Can be paid or remain outstanding
Customer action	Accept/decline via public link	Pay the amount owed
Editable	Only in Draft status	Only in Draft status
Auto-conversion	Accepted quotes create draft invoices	—
EHF / Peppol	Not supported (quotes aren't standardized)	Supported
KID number	No	Yes