Quotes and sales proposals

Build a quote that turns into an invoice in one click — no re-typing.

A Nexte quote isn't a frozen PDF: it's an interactive document your client can review, e-sign, and pay directly from a shared link. Once accepted, it converts automatically into an invoice (or the first installment of a payment plan) without any re-entry. This cuts the time between decision and payment in half.

Create a quote

From Documents → New → Quote, or directly from a client card (« + Quote » button). The client is pre-filled if you start from their card.
Pick a template (the last used one is suggested by default) or start blank. Templates include header, T&Cs, and footer.
Add your lines: catalog product/service (auto-filled) or free line. Quantity, unit, net price, VAT, discount. Total recalculates live.
Set the validity (30 days by default), payment terms (30% deposit, balance net-30…), and options: signature required, free comment field, online payment available on acceptance.
Preview as the client (eye button), then send by email with a secure link or download the PDF.

Acceptance and conversion

When the client clicks « Accept » on the link, you get an instant notification and email. The quote switches to « Accepted » status and a « Convert to invoice » button appears in the action bar. Everything is preserved: linked quote number, lines, amounts, VAT, terms, timestamped signature. You only adjust the issue date and any client reference (PO).

If you set a deposit (e.g., 30% on order), Nexte automatically generates two invoices: one for the deposit (due immediately) and one for the balance (due on the date you set). Both are linked to the same quote for traceability.

Quote vs Proposal

A quote is strictly priced: lines, prices, total. A proposal (Documents → New → Proposal) is more narrative: presentation sections, delivery steps, deliverables, timeline, team, testimonials — and a pricing block at the end. Use a proposal for complex sales (>€5k) where you need to convince, and a quote for a simple order where the client already knows what they're buying.

Tracking and follow-up

Statuses at a glance: `Draft`, `Sent`, `Viewed` (client opened the link), `Accepted`, `Declined`, `Expired`.
Instant notification each time the link is opened — you know when to follow up.
Optional automatic follow-up: D+3 if unopened, D+7 if opened but unaccepted, D-2 before expiry. Configurable per quote template.
« Pending quotes » view in Billing for a 30/60/90-day forecast dashboard.

Once a quote is converted to an invoice, the quote becomes locked read-only. Any change is made on the issued invoice (which can itself be voided via a credit note if needed). This rule protects accounting traceability.