The Quotes menu is where users create quotes, review open quotes, manage quote follow-up, convert quotes to Sales Orders, and run quote reports.
What this screen is for
Use Quotes when a customer or prospect needs pricing before an order is placed. Quotes can be created for existing customers or prospects. Open quotes can be printed, emailed, edited, marked lost, or converted to Sales Orders.
Screen path
Dashboard > CRM > Quotes
Menu options
| Option | What it opens | Use it for |
|---|---|---|
New Quote |
New Quote modal |
Create a quote for an existing customer or prospect. |
Open Quotes |
Open Quotes modal |
Review and manage quotes with Open status. |
Quote Reports |
Quote Reports menu |
Review quote history and quote analytics. |
Main workflows
- Create a quote for a customer or prospect.
- Review open quotes and expand quote details.
- Print or email quote documents.
- Edit an open quote.
- Mark a quote lost.
- Convert a quote to a Sales Order.
- Review quote history and quote analytics.
What happens behind the scenes
Opening the Quotes menu does not create or update quotes.
Saving a new quote creates a quote header and quote lines. Quote creation generates a quote PDF for review and then asks whether to email the quote.
Emailing a quote uses the configured quote email template, sends the quote PDF, writes an email log record, and logs a completed CRM email activity.
Editing a quote updates the quote header and replaces the quote's line set with the edited lines.
Converting a quote to an order creates a Sales Order and marks the quote Converted with the converted order number. If the quote belongs to a prospect, PAX first requires the prospect to be converted to a customer.
Troubleshooting
I do not see a quote in Open Quotes
Likely cause: Open Quotes only shows quotes with Open status.
Safe fix: Use Quote History Overview to search all quote statuses.
Contact support if: The quote status is Open but the quote does not appear.
I cannot email a quote
Likely cause: Email configuration, quote template setup, or recipient email information may be missing.
Safe fix: Confirm the customer or prospect has an email address and ask an admin to confirm email configuration and the quote email template.
Contact support if: Email setup is complete but quote email still fails.
A prospect quote asks for customer conversion
Likely cause: Sales Orders require a customer. PAX must convert the prospect before the quote can become an order.
Safe fix: Complete the prospect conversion prompt with a unique customer code.
Contact support if: The conversion succeeds but the order is not created.