Quote accepted — line items are read-only. You can still update Order Status and Invoice Status.
—Draft
Rep: —Client: —Valid until: —Title: —
Quote status
'Sent' is set via the Send button only
Order status
Invoice status
Not Ready
Line items
SKU
Product
Supplier
Size
Cost
Qty
Sell price
Margin %
Line total
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Add product
Quote summary
Subtotal (ex GST)$0.00
GST (10%)$0.00
Total (inc GST)$0.00
Blended margin—
Actions
Add at least one line item before sending.
Review before sending
Client
—
Email
—
Quote title
—
Valid until
—
Product
Qty
Sell price
Line total
Xero quote link: — — copy and share if client missed the email
New client
Client name *
ABN
Primary contact name
Email *
Phone
Industry
Account Manager
Payment terms
Billing address
What happens next: The client record is created in Airtable immediately and selected in the quote form. Scenario 5 fires automatically — it searches Xero by ABN and email, creates a Xero Contact if needed, and writes the Contact ID back. The quote can be sent as soon as that completes (usually under 30 seconds).
Add client logo
✓ Client created
Upload a logo for internal reference (optional). Shown on client cards inside the Quote Builder.