Overview
Quotes can be created and edited from multiple entry points across Factory, so the work can be started from wherever it begins (a search result, a customer record, the Dashboard, or the Sales Orders page). The form structure is the same whether starting fresh or modifying an existing quote, so the experience is consistent across both actions.
Creating a new quote uses the Create sales order or Create order button and ends with Submit as Quote. Editing an existing quote uses Edit Quote and ends with Update Quote. A submitted quote can be converted to a sales order in one click once approved.
👥 Access Permissions
Only users with permission to create or edit quotes and sales orders will see these options. Review user roles before granting access.
📍 Location in the app
To create a quote:
Dashboard >
Create sales orderGlobal Search > enter customer name >
Create orderSales>Sales Orders>Create orderSales>Customers> select a customer >Create order
To edit a quote:
Global Search > search and select a quote >
Edit QuoteSales>Sales Orders> search and select a quote >Edit QuoteSales>Customers> select a customer > Order history > search and select a quote >Edit Quote
Create a quote
A quote can be started from four entry points. The opening steps differ, but once the new quote form opens, the rest of the process is the same.
From the Dashboard
Open the Dashboard.
Select
Create sales order.Enter the customer name.
Select
Create ordernext to the matching customer in the search results.Work through the quote sections, then select
Submit as Quote.
From Global Search
Click the Global Search icon (the magnifying glass near the Factory logo).
Enter the customer name.
Select
Create ordernext to the matching customer in the search results.Work through the quote sections, then select
Submit as Quote.
From the Sales Orders page
Go to
Sales>Sales Orders.Click
Create order.Search for the customer.
Select
Create ordernext to the matching customer in the search results.Work through the quote sections, then select
Submit as Quote.
From a customer's order history
Go to
Sales>Customers.Select the customer.
Click
Create order.Work through the quote sections, then select
Submit as Quote.
Edit a quote
An existing quote can be edited from three entry points. As with creating, the opening steps differ but the rest of the process is the same.
From Global Search
Click the Global Search icon (the magnifying glass near the Factory logo).
Enter the quote number.
Select the quote from the results.
Click
Edit Quote.Update the relevant quote sections, then select
Update Quote.
From the Sales Orders page
Go to
Sales>Sales Orders.Search for the quote number.
Select the quote from the results.
Click
Edit Quote.Update the relevant quote sections, then select
Update Quote.
From a customer's order history
Go to
Sales>Customers.Select the relevant customer.
Open the Order history tab and search for the quote number.
Select the quote from the results.
Click
Edit Quote.Update the relevant quote sections, then select
Update Quote.
Quote sections
A quote is made up of four sections, all available on the same form whether the quote is being created or edited:
Quote information: Set the required date, assign team members, and link an accounting quote number if an accounting integration is connected.
Contact details: Add the primary contact, billing address, delivery / pickup / install address, any labels, and internal notes.
Custom Columns: Fill in any business-specific fields that have been configured for sales orders.
Product and pricing details: Add the products, product kits, and drawings included in the quote, along with line item pricing, delivery fee, and any discounts.
For a full field-by-field breakdown of each section, see Sales Orders: Quote Details.