Creating Quotes (Devis)
Build a quote (devis), send it to your customer, track whether it is accepted, and convert it into an invoice in one click.
A quote (devis) is a commercial proposal you send to a customer before any sale is final. In Hisab you can draft a quote, send it, track the customer's response, and - once accepted - turn it into an invoice without re-typing anything.
A quote is a proposal, not a legal invoice. See Good to know below.
How do I create a quote?
- Go to Dashboard → Quotes.
- Click New quote.
- Choose the Customer.
- Set the Issue date and the Valid until date (the deadline after which the price is no longer binding). By default the validity date is set to 30 days after the issue date.
- Pick the Currency (MAD by default; EUR, USD, GBP, CHF, CAD, AED and SAR are also available - if you pick a non-MAD currency you enter the exchange rate).
- Add your line items: Description, Quantity, Unit price, and Tax rate (0%, 7%, 10%, 14% or 20%). Add as many lines as you need.
- Optionally set a Discount, Payment terms and Notes.
- Click Save.
The quote is created as a draft. Drafts have no quote number yet and can be edited or deleted freely.
What are the quote statuses?
A quote moves through these states:
| Status | Meaning |
|---|---|
| Draft | Editable, no number assigned yet. |
| Sent | Sent to the customer; a number is assigned and Hisab is awaiting a response. |
| Accepted | The customer agreed to the proposal. |
| Rejected | The customer declined (you can record a reason). |
| Expired | The validity date passed with no response. |
| Invoiced | Converted into an invoice (final state). |
To send a draft, open it and click Send. A quote must have at least one line item before it can be sent. On sending, Hisab assigns a quote number in the format DEV-YEAR-NNNN (for example DEV-2026-0001). Only draft quotes can be edited or deleted.
From a sent quote you can Mark as accepted or Mark as rejected.
How long is a quote valid?
Every quote has a Valid until date. On the quote detail page, Hisab shows a small badge near that date when the deadline is close ("expires in X days", "expires today") or once it has passed ("expired X days ago").
Hisab also runs a daily job that automatically marks any sent quote whose validity date has passed as Expired, so lapsed offers don't sit in your list looking active.
How do I turn a quote into an invoice?
When a quote is Sent or Accepted, open it and click Convert to invoice.
Hisab creates a new draft invoice that copies across:
- the customer,
- all line items (descriptions, quantities, unit prices, taxes),
- the currency and exchange rate,
- the payment terms and notes.
The original quote is then marked Invoiced (its final state) and links to the resulting invoice. You're taken straight to the new draft invoice, where you can review it and finalize it like any other - see Invoice lifecycle.
How do I send or share a quote?
- Download PDF - on the quote detail page, click Download PDF to get a clean PDF of the devis to email or print.
- Public link - once a quote is sent, it also has a secure public page your customer can open without a Hisab account, protected by a private token in the link.
Good to know
- A quote is a commercial proposal, not a legal invoice. The quote PDF deliberately has no QR code, no DGI markers and no digital signature - those belong on the legal invoice you issue after conversion. For DGI-ready invoices, see Creating an invoice.
- Numbering is separate from invoices. Quotes use their own DEV- sequence, assigned only when you send the quote (drafts have no number).
- Editing is limited to drafts. Once a quote is sent, accepted, rejected, expired or invoiced, it can no longer be edited or deleted.
- Quote totals are recalculated by Hisab when you save, so the figures on the PDF always match the line items.
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