---
title: "Sales Quotes"
space: "Books"
url: "https://docs.frappe.io/books/sales-quotes"
updated: "2026-10-05"
---

A sales quote is an offer of prices that you send to a customer or a lead. A quote does not make ledger entries. When the customer accepts the quote, make a sales invoice from it.

## Create a Sales Quote

1. Click **Sales** > **Sales Quotes** in the sidebar.
2. Click **New**.
3. In **Type**, select **Party** for a customer or **Lead** for a lead.
4. Select the **Customer**. If the type is **Lead**, select the lead in this field.
5. In **Items**, click **Add row**.
6. Select the **Item** and enter the **Qty**.
7. Add a row for each item that you offer.
8. Click **Save**.
9. Click **Submit** and click **Yes**.

To quote a lead, turn on **Enable Lead** in the **General** settings. You can also open the lead and click **Create** > **Sales Quote**. For more information, see [Lead](/books/introduction).

A quote has most of the fields of a sales invoice. Frappe Books calculates the taxes, the discounts, and the totals in the same way. A quote does not have an **Account**, and it does not make payments or shipments. For more information, see [Invoice Fields](/books/sales-invoices#invoice-fields). To change the default number series, select the **Sales Quote Number Series** in the **Defaults** settings.

When you submit a quote to a lead, Frappe Books sets the status of the lead to **Quotation**.

## Make a Sales Invoice From a Quote

1. Open the submitted quote.
2. Click **Create** > **Sales Invoice**. A new sales invoice opens with the customer, the items, the price list, and the notes of the quote.
3. Check the invoice.
4. Click **Save**.
5. Click **Submit** and click **Yes**.

![Submitted quote for Kaveri Enterprises with the Submitted badge and the Create menu open, which shows Sales Invoice.](/files/books-docs-sales-quotes-1-create-invoice-menu-v4.png)

The **Quote Reference** field of the invoice shows the quote. To find the invoices of a quote, open the quote and click the link icon in the page header.

:::note
You can make an invoice only from a quote of the type **Party**. For a lead, first make a customer from the lead. Then make a new quote for the customer.
:::

## Print a Sales Quote

For the steps, see [Print a Document](/books/print-templates#print-a-document). Frappe Books has the template **Business - Quote** for quotes. To set the template that opens first, select the **Sales Quote Print Template** in the **Defaults** settings.

## Cancel or Change a Quote

You cannot edit a submitted quote. To change it, cancel it. Then click **Create** > **Duplicate** to make a new quote with the same values. You cannot cancel a quote while a submitted sales invoice refers to it.

A **Books User** can create, submit, cancel, and duplicate quotes. Only a **Books Manager** or a **System Manager** can delete a quote. For more information, see [Roles and Permissions](/books/roles-and-permissions).