Quotations Module

Sales price-quoting module on the frozen platform. Mirrors the Opportunities notes/timeline/assignment pattern, kept leaner (no pipeline board, no related Contact/Company/Lead FKs beyond the opportunity link).

Hard dependency: Quotations requires the Opportunities module — Marketplace install is blocked until Opportunities is entitled.

Guides

Audience	Document
Operators / workspace users	quotations.md
Engineers	quotations.md
Production / ops	quotations.md
Module Development Standard	module-development.md
Reference blueprint	opportunities.md
Tenant API	../api/tenant-v1-quotations.md

Capabilities

• Quote fields: opportunity (required), title, optional contact/company link, currency, valid-until date, notes
• Line items (description, quantity, unit price, tax rate) — subtotal / tax total / total computed server-side
• Status workflow: draft → sent → accepted | rejected | expired (POST /quotations/{id}/send, .../accept, .../status)
• Download quotation PDF (workspace-branded; line HTML, memo, terms)
• Email customer after Send (POST /quotations/{id}/email, quotations.send) — optional PDF attachment; for Sent quotes, appends a one-time customer accept link; default recipient from linked contact/company; records emailed timeline + tenant email log
• Customer e-signature (v1) — public accept page (/#/accept/quotations/{token}); staff can Copy accept link; signer name/email/IP recorded on accept
• Convert to invoice (POST /quotations/{id}/convert) — one-shot draft CustomerInvoice when Invoices is entitled (soft check; not a Marketplace hard dependency)
• Assignment with assignee scoping via quotations.assign
• Notes + domain activity timeline (mirrors Opportunities)
• Ask EloSync triage (with AI Assistant entitled): fetch quotation, confirmed status / assign / note writes — see AI Assistant
• Trash filtering plus Restore and Delete permanently
• Module licensing (module:quotations) + Spatie permissions — free Marketplace opt-in (Sales category)
• Audit + activity logging; assignment notification

Permissions

quotations.view · create · update · delete · restore · force.delete · assign · send · accept · convert

Enable Quotations from Marketplace (free) once Opportunities is installed. Catalog: slug quotations, category sales, is_default_included = false, is_billable = false, sort_order = 50, version 1.9.0.

Related modules

Hard dependency: Opportunities (see Module Dependencies). Optional: Invoices — convert-to-invoice is hidden until Invoices is entitled. Contracts may optionally link a Quotation once both modules are entitled.

Explicitly deferred

• Multi-signer / countersign / third-party e-sign providers (DocuSign, Adobe Sign)
• Drawn signature image capture on the PDF
• Multi-currency conversion
• Approval workflow beyond the status enum