Editing or creating a quote allows you to specify details about a particular cost estimate.

On the right you can select a milestone to associate this quote to. This is an optional field and does not have to have a value. This field is an AJAX auto-complete field and will also allow you to create a milestone if it does not exist.

You can specify how long the quote is valid for. Once a quote reaches its valid until date it will not display to users that cannot see private objects.

Here you can set the visibility of the quote. A private quote can only be seen by those users that can see private objects.

The status of a quote is the field that is automatically updated by the accepted or denied buttons on the quote overview page. You can also manually set this field here. Notice that if you set the quote as accepted here it will not trigger the invoice actions defined by clicking on the accept button on the quote overview. By default this field should be set to pending.

The invoice information is where you can define how many invoices to create from this quote as well as the interval for each invoice. All services from the quote will be added to each invoice and all numbers for each quote service, including discounts and taxes will be split equally among the invoices. When a user accepts a quote the accept quote action will trigger the first invoice from this list to be published and made available to the user. The valid until date for that invoice will be based on the interval field defined here. When the user pays that invoice the next invoice in the sequence will be generated and marked as published until the date as defined again by the interval field here. This process will repeat X number of times based on the number of invoices entered here.

The quote services again utilize the ajax feature for displaying the list of services and allow you to create a new one if it is not present. On each service you can specify the quantity. You can also modify the price for each service if you don't want to use the price defined by default on the service. The subtotal will automatically calculate based on the quantity and price entered. You can specify a discount by either dollar amount or by percentage of the service. Lastly you can choose a tax rate from the list of taxes that you've defined in the admin panel (General Configuration).

If the service doesn't exist you will be able to create it here dynamically through a modal popup. Creating a service here will create this service in the admin panel and full list of services so that this service is available to be used on other quotes and invoices.

On the list of services on the quote you can modify the description should you want to make the description unique to a particular quote. Any changes you make to the description are not stored in the service permanently but only linked to that particular quote or invoice.