Quotes

Send professional proposals to clients and track them from creation through to acceptance and invoicing.

What you can do

The Quotes module helps you:

Create professional quotes with line items, sections, and interactive options
Manage clients and their contact details in one place
Build a library of reusable items and templates to speed up quoting
Present options to clients with optional items and multiple-choice packages
Track status from draft through sent, viewed, accepted, or declined
Convert to invoices instantly when clients approve your quote

When to use Quotes

Quotes are ideal when you need client approval before starting work or billing:

Project-based services with defined scope and pricing
Product sales with configurable options or packages
Recurring work where clients choose service tiers
Any situation requiring a formal proposal before commitment

Once a quote is accepted, Rebased can automatically create an invoice based on your On Acceptance Rules settings.

Module overview

The Quotes workspace contains several interconnected areas:

Area	Purpose
Quotes	Your main list of all quotes with filtering, status tracking, and bulk actions
Quote Editor	Where you build detailed proposals with line items, sections, and advanced options
Quote Viewer	How clients see and interact with your quotes, including acceptance
Clients	Manage customer records and contact information
Items	Build a reusable library of products and services
Presets	Save groups of items and templates for common quote types
Emails	Configure the messages sent with your quotes
Payment Terms	Set rules for when payment is due upon conversion to invoice
Settings	Control numbering, defaults, tax display, and behavior

Quick start

New to Quotes? Follow this sequence:

Set up your basics – Configure quote numbering and defaults
Add some clients – Or create them as you go
Build your item library – Save time on future quotes
Create your first quote – Use the Quotes tab to get started
Learn the editor – Master line items, sections, and options
Understand the viewer – See what your clients experience

Typical workflow

Most businesses follow this pattern:

Create a new quote from the Quotes tab
Select a client (or add a new one)
Add line items using your Items library or Presets
Configure options – Set optional items or multiple-choice packages if needed
Preview the quote to see exactly what the client will see
Send via email or share link
Track status – Watch for viewed, accepted, or declined
Invoice – If On Acceptance Rules is configured, invoices are created automatically when clients accept

Quote lifecycle

A quote moves through several statuses during its lifetime:

Status	Meaning
Draft	Quote created but not yet saved or sent
Sent	Quote delivered to client, waiting for response
Viewed	Client has opened the quote (shown as “Viewed” badge on sent quotes)
Accepted	Client has formally accepted the quote
Declined	Client has chosen not to proceed
Expired	Quote passed its valid until date
Withdrawn	You have cancelled the quote before acceptance

Key features

Interactive quotes

Go beyond static proposals with features that let clients customize:

Optional items – Let clients choose add-ons and upgrades
Multiple choice – Present service tiers or package options
Editable quantity – Allow clients to specify amounts (licenses, hours, units)

Professional presentation

Branding templates – Apply your logo, colors, and contact details
PDF downloads – Clients can save quotes for their records
Clean layout – Organized sections with clear pricing and totals

Integration

Items library – Reuse products and services across multiple quotes
Client history – See all quotes sent to each client
Invoice automation – Automatically create invoices when quotes are accepted (via On Acceptance Rules)
Tax handling – Automatic GST calculations based on AU tax codes

AU-specific notes

GST is calculated automatically based on tax codes assigned to line items
Quote totals can display as tax-exclusive or tax-inclusive (configured in Settings)
ABN and business details appear on quotes based on your branding template
Invoice conversion maintains tax treatment from the original quote

Explore the guides

Ready to dive deeper? Choose your starting point:

Getting started

Quotes tab – Create, manage, and track your quotes
Quote Editor – Build detailed proposals with all features explained
Quote Viewer – Understand the client experience

Setup and configuration

Clients – Manage your customer database
Items – Build your reusable product and service library
Presets – Save templates for faster quoting
Quote Settings – Configure defaults and behavior

Communication and terms

Emails – Customize messages sent with quotes
Payment Terms – Set payment rules for conversions

Invoices – Convert accepted quotes and manage billing
Tax – Configure tax codes and reporting