The module marina office staff use to create and send pricing proposals to boaters, and to convert accepted quotes into invoices.

1. What are Quotes?

A quote is a pricing proposal you send to a boater before they commit to a berth stay or service. You build it with line items for berth fees, utilities, and other charges, then send it to the boater by email. When the boater agrees, you mark it as accepted and the system automatically converts all line items into charges and creates a draft invoice. If the terms change, you can create a new version without losing the original record.

2. How to Access It

  1. In the left navigation, expand Billing, then select Quotes.
  2. The Quotes list opens, showing Draft, Sent, and Accepted quotes by default.
  3. Select Create Quote to start a new quote, or select View on any row to open an existing one.
  4. Select Edit on any row to make changes to a draft quote.

3. Key Screens and Layout

Screen / Area What you use it for Typical daily tasks
Quotes list View all quotes with their customer, total, validity date, and status. The default view shows Draft, Sent, and Accepted quotes. Check for open quotes waiting on a boater response.
Filters panel Narrow the list by Status, Sent Date Range, Valid Until Range, or Amount Range. Use Clear all to reset. Filter by Rejected or Expired to find quotes no longer in the default view.
Customer & Boat step (wizard step 1) Select the customer for the quote and optionally link a boat. Start a new quote by selecting the boater's account.
Quote Details step (wizard step 2) Set the Valid Until date, add a Note for Customer, and fill in the Invoice Recipient details. Set an expiry date and add pricing terms in the customer note.
Line Items step (wizard step 3) Add, edit, and remove the services and fees to be included in the quote. Add berth fees, utilities, and any other charges to the quote.
Review step (wizard step 4) Review all quote details before creating or saving. Confirm the customer, recipient, line items, and totals before saving.
Quote detail view View the full quote, take status actions, send a notification, and download a PDF. Open a Sent quote to mark it as accepted after the boater confirms.

4. Key Features

Feature What it does
Create Quote Starts the four-step wizard to build a new quote for a customer.
Edit Quote (Draft or Sent) Reopens the wizard to update a draft or sent quote.
Delete Quote (Draft only) Permanently removes a draft quote.
Send Quote Sends the quote to the recipient by email and marks it as Sent. Requires a recipient email address and at least one line item.
Resend Quote (Sent only) Sends the quote email again to the recipient without changing the status.
Mark as Sent (Draft only) Changes the status to Sent without sending an email notification. The quote remains editable afterward, same as any Sent quote.
Mark as Accepted (Draft or Sent) Accepts the quote. Converts all line items to charges and creates a draft invoice automatically.
Mark as Rejected (Draft or Sent) Records that the boater declined the quote.
Mark as Expired (Draft or Sent) Marks the quote as expired manually.
Create New Version (Rejected or Expired only) Creates a new Draft quote based on the current one with an incremented version number. The original quote remains unchanged. Only available on the latest version, you can't branch a new version off an older one that has already been superseded.
Duplicate Quote  (Draft, Sent, or Accepted) Creates a new Draft quote with the same details as the current one.
View Invoice (Accepted only) Opens the invoice that was created when the quote was accepted.
Create Booking (Accepted only) Creates a new booking pre-filled with the customer, boat, and service dates from the quote. The resulting booking defaults straight to Confirmed status rather than Pending. If a booking has already been created from this quote before, Metarina warns you before creating a duplicate.
PDF Downloads the full quote as a formatted PDF file.
Version dropdown Switches between versions of the same quote when multiple versions exist.
Add Line Item Adds a new service or fee to the quote. The form includes Item, Description (client facing), service dates, Unit Type, Quantity, Unit Price without Tax, Total Price without Tax, Total Price with Tax, Tax Rate, and Notes (internal).
Edit Updates an existing line item's service, dates, quantity, price, or notes.
Remove Removes a line item from the quote.
Price Adjustments (on line items) Applies surcharges or discounts to individual line items using saved price modifiers.
Valid Until Sets the expiry date for the quote. Leave blank for no expiration.
Note for Customer Adds a message to the boater that appears on the quote.
Invoice Recipient Specifies who receives the invoice when the quote is accepted. Fields include Recipient Name, Email Address, Customer Type, Tax Residence Country, Tax ID / VAT Number, full address (street, city, postal code, province), and, for Italian recipients, Fiscal ID and e-Invoicing ID.
Status filter Filters the quotes list by one or more statuses: Draft, Sent, Accepted, Rejected, or Expired.
Sent Date Range filter Filters the list to quotes sent within a specified date range.
Accepted Date Range filter Filters the list to quotes accepted within a specified date range.
Valid Until Range filter Filters the list to quotes with a validity date within a specified range.
Amount Range filter Filters the list to quotes within a net total amount range.
Search Finds quotes by customer name or quote number.
Clear all Removes all active filters and returns to the default view.

5. Statuses and What They Mean

Status / Badge Meaning What you should do next
Draft The quote has been created but not yet sent to the boater. Review the line items and recipient details, then send when ready.
Sent The quote has been sent to the boater and is awaiting their response. Follow up with the boater and mark as Accepted or Rejected once they respond.
Accepted The boater has agreed to the quote. A draft invoice has been created automatically. Open the invoice to review it and issue it to the boater.
Rejected The boater has declined the quote. Select Create New Version to start a revised draft if the boater is still interested.
Expired The quote's validity date has passed or it has been manually marked as expired. Select Create New Version with a new validity date if the boater is still interested.