Quote Link
Create, send and track quotes — usable directly, or from any other app in the ecosystem.
🧾 What is this module?
A universal quote builder: add line items with quantity and price, get tax and totals calculated automatically, and share the result with your client over WhatsApp — no account required on their end. It works standalone or invoked from another app (e.g. Route Track), in which case the branding shown adapts to whichever app opened it.
✍️ Creating a Quote
Client details
Name (required), company, email and phone.
Details
Date, validity period and tax percentage.
Line items
Add as many rows as you need — description, quantity and unit price; the line amount and totals compute themselves.
Save
The quote stays in "Draft" status until you mark it as sent.
📋 Templates
If you quote the same thing often (a tour, a service package, a fixed product list), don't type the line items from scratch every time — save them once as a template and reuse them.
💾 Save as a template
While entering line items on a quote, use the save button next to the template dropdown and give it a recognizable name, e.g. "Waterfall Tour — 6 people".
📥 Load a template
When creating or editing a quote, pick the template from the dropdown and press "Load" — it replaces the current line items with the template's (you can still adjust them afterward).
✏️ Edit / delete
You can update an existing template's contents (save it again under the same name) or delete it — neither affects quotes already created from it.
📎 Attachments
You can attach images, PDFs, Word docs, audio or video to a quote — they also show up on the public link your client sees. Up to 8 files per quote, 20 MB each.
📤 Upload to a quote
From a quote's detail view, in the "Attachments" card — pick the file and press Upload. It can be removed anytime with the trash icon.
🔁 Reuse the same file
If you'll be sending the same photo or document across several quotes (e.g. a vehicle photo, or a tour's fixed itinerary), save it once on the template instead — no need to re-upload it every time.
📋 Copy from a template
On a new quote: loading a template with files copies them in automatically when you save. On an already-existing quote: use the "Copy files from a template…" dropdown inside the same Attachments card.
🚦 Statuses
Draft → Sent → Accepted or Rejected. The action buttons on a quote's detail view only show the next possible step for its current status.
🕘 Editing and Change History
You can edit a quote at any time from the edit button on its detail view. If the quote was already Sent (or a later status), you'll see a notice reminding you that editing does not automatically notify your client — if they already saw or accepted it with different data, consider letting them know yourself.
📜 Change History
Every time you edit and save, the complete prior state (client data, line items, totals) is saved — it's never lost. See it in the "Change History" card on the detail view.
👤 Who and when
Each history entry shows who made the change and when.
👁️ View a prior version
Click any history entry to see exactly how the quote looked before that change, in a popup.
🔀 Using It From Other Apps
Any app can open the quote builder with the client already filled in, by linking to form.php?app=NAME&cliente_nombre=...&cliente_email=...&cliente_telefono=...&return=URL. The branding (name, icon, and color) your client sees adapts based on the app value — so a quote opened from Route Track looks different from one created directly here.