Quotes

What it does

Behaviours, not fields. Choosing between two modules is choosing between these.

Sorts by silence, not by date. The quote nobody answered is the row worth a phone call, and it is the hardest one to notice by hand.

Tracks the outcome including the declines, so the win rate is a number rather than an impression.

A quote accepted becomes a budget line or an invoice without being retyped.

Expiry is explicit, so an old price cannot be held to months later.

How it works

1
A quote is recorded when it goes out, with its value and the date.
2
Silence is computed from the sent date, so the unanswered ones sort to the top on their own.
3
An accepted quote becomes a budget line or an invoice without being retyped.
4
Declines are kept, because the win rate is a number rather than an impression.

Best for

Comparing many records across many fields.

Not the right choice for

A phone. A table is the first thing that stops working narrow.

What a row holds

Every field, and what the agent listens for to fill it — which is the difference between a page you type into and one that fills itself.

Field	Type	Filled from
Quoterequired	text	The reference, generated in sequence if none is given.
Clientrequired	text	Who it went to, matched against Contacts or Companies.
Valuerequired	money	What the work is priced at.
Sentrequired	date	When it went out. Silence is measured from here.
Outcomerequired	text	Accepted, Declined, Negotiating, or how long it has been unanswered.

What it does not do

A module chosen for something it cannot do costs more than one that was never offered.

It records quotes; it does not produce or send them.
One value per quote, so options priced three ways need three rows.
No expiry enforcement — an old price can still be held to unless the quote says otherwise.
Nothing links a quote to the work delivered against it.

Before it works

What you have to provide, if anything.

Nothing.
Pair with Contacts, or the same client appears three ways and the win rate is wrong.

In practice

A contractor quoting eight to ten jobs a month and winning about a third.

“Quoted Bureau Kessler twelve four for the fit-out.”

What was said to the agent

What the agent built

Q-2215 at 12,400, sent, outcome open.

What changed

Fourteen days of silence surfaced it as the largest unanswered quote on the board. It closed after one call that would not otherwise have been made.

Better with

These do a different job on the same data. An agent can have all of them.

InvoicesLive

The agent bills clients or is billed by suppliers, and someone needs to see what is unpaid without opening the accounting tool.

ServicesLive

You sell time and expertise rather than objects, and people need to know the shape of an engagement.

Prospects / leadsLive

Sales happen over several conversations and the useful question is where each person is stuck.

Who uses this page

Caterer

Quotes the obvious, captures dietary requirements, and never loses a headcount.

Private chef

Takes the brief — dates, guests, diets, budget — while you are still cooking.

Artisan or maker

Answers commission questions and captures the brief, while you stay at the bench.

Design studio

Takes the brief, shows the work, and keeps every project phase visible.

Questions

What data does the Quotes page use?

It reads quote records the agent has collected. Estimates and proposals. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a table the wrong choice?

A phone. A table is the first thing that stops working narrow. It is best for: comparing many records across many fields.

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.