Quotes Route Reference

What this route is for

Quotes owns quote creation, quote review, line items, customer context, PDF generation, approval links, reminder and manual decision workflows, and quote status progression from draft through acceptance or rejection.

Visibility and capability notes

Item	Details
Route id	`quotes`
Visibility	Customer-facing route when quote capability is enabled.
Capability notes	Quote visibility, finance handoffs, and some CRM-linked actions depend on workspace features and account linkage.
Direct inbound	Dashboard cards, inspection quote generation, CRM opportunity actions, finance links, global search, and activity links.

Main regions, dialogs, and controls

Surface	What it does
Quote list	Searchable, paginated queue by quote status.
Create dialog	Manual quote creation or a quote seeded from an inspection, account, site, or opportunity.
Detail dialog	Customer detail, line items, totals, status changes, PDF selection, email, and delete flow.
Approval Workflow panel	Shows latest approval grant, invited email, expiry, last view, latest response, response detail, submitted date, and approval events.
Supporting dialogs	Customer edit, line item edit, CRM context, inspection picker, defect picker, send for approval, manual approval or decline, reminder, and delete confirmation.

Key actions

Create a quote from scratch.
Generate a quote from an inspection.
Add or edit line items.
Link the quote to customer, CRM, inspection, or defect context.
Select a PDF template version.
Download the quote PDF.
Email the quote when a customer email is present.
Create an approval link with optional invited email and 1-90 day expiry.
Send reminders for sent quotes.
Record external approval or decline decisions with a source and note.
Mark the quote sent, accepted, rejected, or expired.
Create or open the linked work order after quote acceptance.

Filters and URL state

Param	What it controls
`page`	Pagination
`q`	Search
`status`	Quote status
`quoteId`	Open detail context
`generateFrom`	Seed quote creation from an inspection
`create`	Opens create mode

Search is debounced and the quote queue is paginated.
The route is queue-first and dialog-driven rather than tab-driven.

Outputs and side effects

Creates or updates quotes and line items.
Produces quote PDFs and sends quote emails.
Quote status changes influence work-order creation, receivables context, and commercial reporting later.
Approval grants, responses, attachments, and events are recorded without exposing raw approval token material in the quote detail.
Accepted quote handoff can create a linked work order when one does not already exist.

Inbound links

Shell Quotes navigation when enabled.
#/inspections?generateFrom=...
CRM opportunity-driven quote creation.
Finance or dashboard quote context.

Outbound links

Finance handoff for linked accounts
CRM account or opportunity context
PDF download and email actions
Work-order handoff for accepted quotes

Indirect handoffs

Accepted quotes commonly feed work-order creation and later invoicing.
Approval responses and manual decisions become the audit trail for why status changed.
PDF quality depends on both quote data and template configuration in Document Templates.
Missing customer linkage here weakens finance and CRM traceability later.

Troubleshooting

Symptom	What to check
The quote opens without expected inspection context	Re-check `generateFrom` and the selected source inspection.
Email send is unavailable	Confirm the customer has a usable email address.
Send for approval is unavailable	Confirm the quote is still in draft state.
Reminder is unavailable	Only sent quotes can receive approval reminders.
The approval panel says `Not sent`	Create an approval grant or record the decision manually if the decision arrived outside the link.
The PDF looks wrong but totals are correct	Check the selected template version in Document Templates instead of editing the quote itself first.
Finance context is missing	Confirm the quote is linked to an account that Finance can open.