Create a Quote

Quotes are the starting point for all client work in Effici. Once a client accepts a quote, it converts to an order — and from there to an invoice — without re-entering any data.

Create a new quote

  1. Go to Finance → Quotes
  2. Click New quote
  3. Select a client from your partners list (or create a new one inline)
  4. Set the quote date and validity period

Add line items

Each line item represents a service, product, or deliverable:

  • Description — what you're quoting for
  • Quantity — number of units, hours, or days
  • Unit price — rate per unit
  • VAT rate — applied per line item (defaults to your company default)
  • Discount — optional percentage or fixed discount

Subtotals, VAT, and the total are calculated automatically as you add items.

Set payment terms

Choose from your pre-configured payment terms (e.g. Net 30, Net 14) or enter custom terms for this quote. The terms carry through to the invoice when the quote is converted.

Add notes and conditions

Use the notes field to include project-specific conditions, scope limitations, or a message to the client. This text appears on the PDF below the line items.

Send the quote

You have two options:

  • Send from Effici — enter the client's email address and send directly. The client receives a PDF attachment and a link to view the quote online.
  • Download PDF — download the quote and send it yourself via your email client.

Quote statuses

| Status | Meaning | | -------- | -------------------------------------- | | Draft | Not yet sent to the client | | Sent | Sent and awaiting response | | Accepted | Client has accepted — ready to convert | | Declined | Client has declined | | Expired | Validity date has passed |

Convert to an order

Once a client accepts, click Convert to order on the quote. This creates a linked order record and marks the quote as accepted. From the order, you can create the project and eventually the invoice.

See Convert to Invoice for the full flow.