> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/revenue/quotes/common-quote-questions.md). # Common quote questions ## Can I accept a quote from the back office? Not directly. Quotes are accepted through a signature. If the customer approved outside Essential, open **View Sent Quote** and sign it with a note such as "Approved via Email" so the approval is recorded in Essential. ## How do quote discounts work? A quote discount applies to the quote total. If you need to show a discount for one item, add a dollar-amount discount and name it clearly so the customer can tell which item it applies to. ## How do I add HST or sales tax to a quote? Tax depends on your quote and invoicing setup. Check Settings > Invoicing for tax and Stripe Tax configuration, and make sure the quote has the right customer, property, and address. If the tax rate is missing even though setup looks correct, contact Essential through the Talk to a human tab with the quote, address, and expected tax rate. ## Are quote emails sent immediately? Yes. When you click **Send** on a quote, Essential sends the first quote email immediately. Automated outreach can send follow-up reminders later if the customer has not responded. If a customer did not receive the quote, confirm the email address and ask them to check spam. Then use the quote's resend or support path as needed. ## What happens when a quote expires? The customer can no longer open or sign it, it drops out of the Customer Portal's Action Required list, and its automatic reminders stop for good — the sequence is closed, not paused. Open the quote and select **Reactivate** to give the existing link a new validity period. Reactivating does not email anyone by itself and does not restart the reminders; use **Resend** for that, which starts a fresh sequence from the beginning. ## Can AI choose inventory items for a quote? AI quote drafting can use your items when you prompt it clearly. Include the service, parts, quantities, and any inventory item names you expect it to use, then review the draft before sending. > **Where to find it:** Quote page, Settings > Quotes, Settings > Invoicing, and Essential Assistant > Talk to a human ## Related guides * [Create a quote](/revenue/quotes/create-a-quote.md) * [Apply a discount to a quote](/revenue/quotes/apply-a-discount-to-a-quote.md) * [Generate a quote draft with AI](/revenue/quotes/generate-a-quote-draft-with-ai.md) * [Send a quote to a customer](/revenue/quotes/send-a-quote-to-a-customer.md) * [Set quote validity and reactivate an expired quote](/revenue/quotes/set-quote-validity-and-reactivate-an-expired-quote.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/revenue/quotes/common-quote-questions.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.