# Create a quote from a ticket

Raising an estimate from the work already recorded on one repair ticket, or on several at once.

A quote is built from a ticket rather than typed from nothing. The ticket already knows the customer, the equipment, the faults and the parts, so raising an estimate is a matter of checking what it proposes rather than entering it a second time.

> **Before you start:**
>
> A saved ticket with at least one service row on it. Parts are optional, but a quote that omits them will understate the job.

## Highlights

- **Start from the ticket**, not from the Quotes list.
- **Nothing is saved until you press Save.** The form is a proposal you can edit.
- **Several tickets can share one quote**, raised from the list in a single step.
- **The reference number is filled in for you** and is what links the two records.
- **The Quote button on this list exists** for the rare estimate that has no ticket behind it.
- **Two save buttons**: file it as a draft, or save and send in one step.

## From a single ticket

- **Open the ticket you want to quote for**

  Go to **Tickets** and select the job.
- **Select Create, then Create Estimate**

  The **Create** menu sits in the ticket header.
- **Check what has been proposed**

  The quote form opens carrying the ticket's services and parts. Amend rates, remove a line you are absorbing, or add something the ticket does not know about.
- **Set the valid-until date and the subject**

  Both are what the customer reads first, and both are easier to set now than to explain later.
- **Save it as a draft, or save and send it**

  **Save as Draft** files the estimate without telling anybody. **Save and Send** emails it in the same step. Either way it is linked back to the ticket.

![The Create Quote screen with a breadcrumb reading Sales, Quotes, Create. Customer Details holds a required Customer picker. Quote Details holds Quote Number prefilled QT-00049, Reference Number, Quote Date 07/09/2026, Valid Until 07/10/2026, Salesperson Ironvale Admin and Subject reading Summarise this quote for your customer. Item Details holds a Rate List picker above a table with Item, Manufacturer, Variant, Lead Time, Qty, Rate, Tax and Amount columns and a New Row button. A Notes to Customer box reads Thank you for your business, beside Sub Total and Discount lines. The footer holds Attachments, Cancel, Save as Draft and Save and Send.](https://www.sorviai.com/help/repairs/sales/quote-create.png)

*The quote form. Raised from a ticket, the customer and the line items arrive already filled in.*

## From several tickets at once

A customer with four machines on your bench would rather have one estimate than four.

- **Go to Tickets and select the jobs**

  Use the checkbox at the left of each row. They should all belong to the same customer.
- **Select Bulk Actions, then Create Quote**

  The rows from every selected ticket are merged into one estimate.
- **Check the merged document and save it**

  Look especially at the line ordering and at anything duplicated across tickets.

> **Warning:**
>
> **Merging tickets from different customers will not do what you want**
>
> The bulk quote takes the customer from the selection. Select jobs belonging to two different customers and you will get one estimate addressed to one of them. Filter the list by customer before you start selecting.

> **Note:**
>
> **Quoting does not change the ticket**
>
> Raising an estimate leaves the repair exactly as it was. The ticket does not change status, the work does not start, and nothing is committed. The quote is a separate document that happens to know where it came from.