Creating Quotes

Quotes are the starting point for every job in Shop Director.

Overview

The quote workflow follows this path:

Quote → Order → Work Order → Invoice

This guide covers creating and managing quotes.

Creating a New Quote

1. Navigate to Quotes in the sidebar
2. Click New Quote
3. Add customer and vehicle information
4. Add line items (products and services)
5. Save or send to customer

Quote Statuses

Status	Meaning
Draft	Work in progress, not sent
Sent	Emailed to customer
Approved	Customer accepted
Declined	Customer declined
Expired	Past expiration date

Converting to an Order

Once a quote is approved:

1. Open the quote
2. Click Convert to Order
3. The quote becomes an order ready for scheduling

Tips

Use Templates

Save time with quote templates for common jobs.