Quotes
The Quotes screens manage commercial proposals sent to customers. A quote is the starting point of the sales funnel: it contains line items, pricing, and an expiry date. When a customer accepts and pays a quote, MIDDAG Account automatically creates a WooCommerce order and provisions entitlements based on the products in the quote.
Quotes can originate from HubSpot CRM (synced via webhook) or be created manually in the admin.
List view
Open MIDDAG Account > Quotes to see all quotes across all organizations.
Columns
| Column | What it shows |
|---|---|
| Quote Number | Unique quote identifier (e.g., QUO-20260401-0003). Clickable -- opens detail. |
| Organization | The customer this quote was sent to (clickable) |
| Contact | The recipient's name and email |
| Amount | Total quote value with currency |
| Status | Current workflow status (see status list below) |
| Valid Until | Expiry date. Quotes past this date transition to Expired automatically. |
| Billing Entity | MIDDAG BR or MIDDAG GLOBAL |
| Created | When the quote was created |
Status filters
The filter bar provides quick-access tabs for all 9 statuses:
| Status | Badge color | Meaning |
|---|---|---|
| Draft | Gray | Quote is being prepared, not yet sent |
| Sent | Blue | Quote has been sent to the customer |
| Viewed | Blue | Customer has opened and viewed the quote |
| Accepted | Green | Customer has accepted the terms |
| Paid | Green | Payment has been received |
| Fulfilled | Green | Entitlements have been provisioned |
| Rejected | Red | Customer declined the quote |
| Expired | Red | Quote passed its validity date without a response |
| Cancelled | Red | Quote was cancelled by the admin |
Additional filters
- Search -- type a quote number, organization name, or contact email
- Billing Entity -- filter by MIDDAG BR, MIDDAG GLOBAL, or All
- Date range -- filter by creation date or expiry date
- HubSpot synced -- filter to show only quotes synced from HubSpot
Detail view
Click any quote number to open the detail view.
Header
The header shows:
- Quote number with a status badge
- Organization name (clickable link to Organization detail)
- Action buttons: Edit, Send to Customer, Mark Viewed, Convert to Order, Cancel (available actions depend on current status)
Status workflow
A horizontal state machine diagram shows the quote's journey:
@ Draft -> @ Sent -> o Viewed -> o Accepted -> o Paid -> o Fulfilled
CurrentEach completed step shows its timestamp. The current state is highlighted. Below the workflow, the Valid until date is displayed with a countdown (e.g., "17 days remaining" or "Expired 3 days ago").
Quote metadata
| Field | Description |
|---|---|
| Organization | Customer name (clickable) |
| Contact | Recipient name and email |
| Billing Entity | MIDDAG BR or MIDDAG GLOBAL |
| Currency | BRL or USD |
| HubSpot Quote | HubSpot quote ID (clickable link to HubSpot, if synced) |
| HubSpot Deal | HubSpot deal ID (clickable link to HubSpot, if synced) |
| Valid Until | Expiry date with remaining-days indicator |
Line items
The line items table shows the products and pricing:
| Column | What it shows |
|---|---|
| Product | Product or service name |
| Quantity | Number of units |
| Unit Price | Price per unit |
| Total | Line total |
Below the line items:
- Subtotal -- sum of all line totals
- Discount -- discount amount and percentage (if applicable)
- Total -- final quote value
Linked entities
Below the line items, links to records created from this quote:
- Order -- the WooCommerce order (created when the quote is accepted and paid)
- Entitlement -- the entitlement provisioned from the order pipeline
- If neither exists yet, the section shows "Not yet created."
Activity timeline
A chronological list of events for this quote: creation, HubSpot sync, sent to client, viewed, accepted, paid, and any admin actions.
Creating a new quote
Click + Create from the Quotes list. The form asks for:
- Organization (select from existing organizations)
- Contact name and email (defaults to the organization's primary contact)
- Line items (product, quantity, unit price -- add multiple rows)
- Discount (optional, amount or percentage)
- Currency (defaults based on billing entity)
- Valid until date (defaults to 30 days from today)
- Notes (optional, visible to the customer)
After saving, the quote starts in Draft status. Use the Send to Customer action to deliver it via email and move it to Sent.
Actions
| Action | Available when | What it does |
|---|---|---|
| Edit | Draft | Modify line items, pricing, contact, or expiry date |
| Send to Customer | Draft | Email the quote to the contact and transition to Sent |
| Send Reminder | Sent, Viewed | Re-send the quote email as a reminder |
| Mark Viewed | Sent | Manually mark the quote as viewed (if tracking was missed) |
| Convert to Order | Accepted | Create a WooCommerce order from the quote (triggers payment flow) |
| Cancel | Any non-terminal | Cancel the quote with a required reason note |
| Duplicate | Any status | Create a new draft quote with the same line items and contact |
Related pages
- Orders -- orders created from accepted quotes
- Entitlements -- what gets provisioned after payment
- Organizations -- the customer the quote was sent to
- Dashboard -- pending quotes appear in the action items
- How Concepts Connect -- the full relationship diagram