How to create, track, convert, and decline sales quotes in Sage Accounting Standard and Plus.
VIDEO
Use sales quotes to track customer pricing before invoicing. Quotes don’t affect account balances. Convert accepted quotes into invoices to update ledgers automatically.
Configure default quote settings, including terms, conditions, and expiration days, before sending quotes.
From Sales , select Quotes & estimates. Select New Quote. Enter the following details: Quote Details Option Actions Customer Select an existing customer or click Add a customer. Quote Date Enter the quote creation date. Good Thru Date The system sets this to 30 days by default. Leave it blank to remove expiration. Change the default expiration under Invoice and Form settings. Reference Enter a job number or internal reference Main Address The system pulls this from the customer record. Enter an address if none exists. The system shows countries only when they differ.
Delivery Address The system uses the invoice address by default. Select another address or choose Custom to enter one.
Line-item Details Option Actions Description Enter a description up to 2000 characters. Ledger Account Select the appropriate ledger account. Item Code Enter a part or stock code if required. Qty/Hrs Enter the item quantity or hours. Price/Rate Enter the net unit value.
Discount Enter an amount with a 0% fixed discount. Enter a percentage with a zero amount for percentage discounts.
Tax Rate Select a tax rate. Configure missing rates under Settings and Financial Settings.
Tax Amount The system calculates this automatically.
Total The system displays the gross line total.
Finalize the Quote Enter notes and terms and conditions. Attach files using Attachment and Upload files . Choose one option: Save Save & Email Save & Print Save & New
Use Save as draft when the quote isn’t ready. Clear the draft option and save when ready to issue. The system marks issued quotes as pending until accepted or declined.
▼Tracking Sales Quotes View quote activity, including creation, delivery, and conversion status.
Go to Sales. Select Quotes & estimates. Open a record. Status Details Created Shows the date and time of creation.
Sent Sent as PDF : Shows as manually submitted.
Emailed : Displays the customer's email addresses and the date and time sent for all addresses in the To and CC lines.
* Green : Shows when at least one of the emails is sent
* Red : If one email fails to deliver
You can refresh this page to update this status.
Viewed Shows the email address and date when the customer viewed the email.
If tracking is important, you can clear the Include attachment checkbox in the email window.
The Viewed status doesn’t update if the email provider doesn’t confirm, even if the customer viewed the quote.
Email the quote when you create or view it as tracking isn't possible from the Sales Estimates & Quotes page.
Status Invoiced : Shows the date and time you created an invoice from the quote.
Expired : If the quote expires, it shows the expiry date and time.
Declined : Shows the date and time the customer declined your quote.
▼ Editing a Quote Edit quotes only before invoice conversion.
Open the quote from Sales , Quotes & estimates. Click Edit. Make changes and select Save. Voiding a converted invoice restores quote editing.
▼Converting a Quote to an Invoice Open the quote from Sales , Quotes & estimates. Select Create Invoice. Update invoice details if needed. The system marks the quote as Invoiced and links both records. Voiding the invoice removes the link.
▼How to make a Quote as Declined Open the quote from Sales , Quotes & estimates. Clear Save as draft and Save. Click Mark as Declined. The quote remains declined until reopened and saved as pending. Draft quotes can’t be declined.
Solution ID
240304191551897
Last Modified Date
Wed Jun 24 23:00:37 UTC 2026
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