Quotes

The Quotes module helps you create, manage, and send quotes.

Current capabilities

• Create and edit quotes
• Organize quote content into sections
• Interactive options: optional items, multiple choice, and option packages (bundled kits)
• Presets: item groups (including option-package groups) and quote templates
• Manage quote recipients and sending workflows
• Track quote statuses and versions
• Convert accepted quotes into invoices

See AU user guides under Quotes and internal notes in docs/Quotes/OPTION_PACKAGES.md.