Offers

The Offers section lets you create detailed commercial quotes for your clients, track their status, and convert accepted offers into projects.

What you can do

Create an offer - Click "New Offer" and add line items with descriptions, quantities, and prices
Edit an offer - Update line items, totals, or client details
Send an offer - Mark an offer as sent when you deliver it to the client
Track status - Monitor whether offers are accepted or rejected
Plan payment tranches - Split the offer total into tranches by percentage or fixed amount (you can mix both)
Generate an invoice from a tranche - Create an invoice for a single tranche; the tranche is then marked as invoiced
Convert to project - When an offer is accepted, create a project from it
Delete an offer - Remove draft offers that are no longer needed

Inside the offer you can define a list of payment tranches (an installment plan). Each tranche is a portion of the offer total:

Set each tranche as a percentage of the total or as a fixed amount (mixing is allowed).
Each tranche has a status: To invoice or Invoiced.
Click Generate invoice on a tranche to create the invoice for it. The generated invoice copies the offer's descriptive rows, with the tranche amount placed on the first row, and is fully editable before saving.
Once an invoice is generated, the tranche is automatically marked Invoiced and linked to that invoice.

Field	Description
Offer Number	Auto-generated sequential number
Client	The client this offer is for
Line Items	Description, quantity, unit price, and total for each item
Estimated Total	Sum of all line items
Notes	Additional terms or notes

tip

When a client accepts an offer, you can create a project directly from it. The project will inherit the offer's line items and client.