Guides
Turn a quote into an invoice
Send a quote, record the customer's answer, and invoice the accepted work without typing it in again.
Send the quote
Create it with POST /quotes, using the same line item format as invoices, then send it with POST /quotes/{id}/send. Its status becomes quote_sent.
Record the decision
When the customer replies, record it. reason is optional and is useful for declined quotes.
Convert
Converting an accepted quote returns a new invoice with the same customer and line items. From there it follows the normal invoice lifecycle.