Quotes & margin

A quote is how you price a job before anything is signed. Add products and labour to named sections, set a discount and a tax treatment, and Avitly shows you the margin on every line and on the total as you build it.

Before you start

Add the products and labour rates you sell to your catalog first, see Product catalog. A quote can stand alone or be connected to a project.

Building a quote

1. From Quotes, click "New quote".
2. Connect it to a project with "Connect to project..." and "Create & connect", or leave it standalone.
3. Add lines with "Add product" or "Add labour". Group lines into named sections with "Add zone", and drag lines to reorder them or move them between zones.
4. Apply a discount per line, or a quote level discount from the totals area. Toggle the discount between euros and percent.
5. Set how tax applies. If you pick a customer with a country and a VAT number, Avitly proposes standard, reverse charge, export or exempt automatically as a suggestion you can apply or override.
6. Click "Create quote & download PDF" or "Create quote only" when you are ready to send it. This moves the quote from Draft to Sent.

Reading the margin

Every line shows its margin as sell price minus cost, divided by sell, after any line discount. The total margin for the whole quote is shown alongside it. Colors mark a line as thin or healthy so a weak line does not get lost in a long quote.

If you do not want margin visible while you work, use "Hide margin" or "Show margin" from the menu. Margin is removed entirely when customer mode is on, see Customer mode.

Statuses and what happens next

A quote moves through Draft, Sent, and Accepted. Mark a quote "Accepted" once the customer has decided; this locks its lines, zones, discount and customer so nothing changes after the fact, though totals stay visible.

From an accepted quote you can "Convert to order" or "Convert to invoice", depending on whether you run orders as a separate contract stage or invoice straight from the quote. Converting one quote on a project marks any other Sent or Accepted quotes on the same project as Superseded, so it is always clear which version won. Drafts are left alone.

Use "Duplicate quote" to start a new version from an existing one rather than from scratch.

Tips

• A quote can only be deleted while it is still a Draft.
• Margin is colored slightly differently depending on which page you are looking at, list view or detail view, so treat the color as a guide rather than an exact cutoff.
• A Superseded quote stays on the project as a record of what was offered before the customer picked a different version.

Related: Invoicing & payments, Versions & revisions, Customer mode.