The Wraptor handbook

Quotes — price a job and get customer sign-off before the work starts

Who it's for

Owners and managers build and send quotes. Designers hold the Billing & Quotes permission by default, so they can open and edit quotes while pricing design work. Anyone with that permission can start a quote from Money → Quotes, from a customer record, or from a job's Quotes tab.

Customers interact with quotes entirely from a public link — no login required. They read the itemized price, tick any add-ons you offered, pick an option if you offered several, and approve with one button.

Where it fits

Quotes live between the Lead and Approved stages in your workflow. After an inquiry comes in (a phone call, a walk-in, the public request-a-quote form, or a WrapMail email), you create a quote, price it, and send it. When the customer approves — online or on the phone — Wraptor creates the job and links the two permanently, and you move on to scheduling, design, and production. See workflow-map.md for the full lifecycle.

Overview

A Wraptor quote is a branded, itemized price sheet: the lines the customer reads, subtotal, tax, total, and the deposit you ask for. Every quote gets a number in the format SO-00001, SO-00002, and so on, plus a private link. Click Send quote to email that link — the quote becomes SENT only once the email has actually gone out — or copy the link and share it however you like. The customer opens the link, reviews the lines, and clicks Approve Quote.

Every quote opens on one page with three stacked cards: Price (how the quote is priced), Lines (what the customer sees) and Details (deposit, expiry, tax, notes, terms, document, vehicle). There are three ways to price: Flat price, Per unit and Estimate by area. You never choose one on the way in — the mode comes from your Standards, and a · change link on the quote switches it.

Approval always creates the job. Wraptor carries over the customer, vehicle, service and title, creates a JOB-XXXX record (numbered after the quote where it can — SO-00005 becomes JOB-0005), and links the quote to it so you can always trace back to the original price. A vehicle is optional; a job without one reads "vehicle to be confirmed" until you add it.

A quote doesn't have to start from a blank page. Wraptor can draft one from a WrapStudio design's measured coverage (Design-to-Quote) or from an inbound WrapMail inquiry (Email-to-Quote). Both land as a DRAFT you review before sending — nothing is ever auto-sent. And instead of one price you can offer Good / Better / Best options and let the customer pick, or add optional add-ons they tick themselves.

Quote list (Money → Quotes, /money?tab=quotes) The Money hub's Quotes tab lists every quote for the shop, newest first, with stats for total quoted, open / sent, approved and expired. Filter chips All / Draft / Sent / Approved / Expired carry counts, and Search quotes… matches the number, customer, vehicle or title. Columns are Quote · Customer · Vehicle · Total · Status · Updated. Under the status sit the delivery line and a Viewed N× chip once the customer has opened it. Each row carries the next action: Price it on an unpriced draft (it also wears an amber Unpriced badge), Send on a priced draft, Mark approved on a sent quote, and Duplicate on any quote that has a job. Click the row to open the quote. On a phone the table becomes stacked cards that keep the delivery line, the total, the status and the one next action — Duplicate and the Viewed N× chip live on the wide layout.

Starting a quote Click New Quote on the Quotes tab (it's there before your first quote too; the dashboard's "First quote" chip and the setup checklist open it directly). The New quote sheet asks three things, in order:

Who is it for? — search your customers, or New customer with a name, email and phone. A customer with no email gets an amber note: "No email — you can build it, but you'll need one to send."
What are you doing? — one chip per service you sell, set under Shop → Shop Standards → What you sell: the built-in Wrap, Window tint, PPF and Other work, then any service you named yourself, under your own name. It's pre-selected when you sell one thing. Under the chips: "The price panel is picked from your Standards." and a Sell something else? Add it in Standards. link that lands on that card.
Vehicle — optional — shown for wrap work; for tint, PPF, other work and your own services it sits behind an + Add vehicle link. Search the customer's vehicles or the catalog, or add a custom one.

Press Start quote. The quote is created as a DRAFT titled after the service ("Vehicle wrap", "Window tint", "Paint protection film", "Quoted work", or your service's name), it inherits your Standards (deposit, validity, tax, terms, document, waste, and any price-list item marked On every new quote), and the quote page opens. Nothing about pricing is asked.

A job's Quotes tab has Build Quote ("Build quote opens the quote page, priced from your Standards."), Upload PDF (a quote read from a document you already have — it shows as "Pricing: Imported") and Copy previous (see Duplicate below).

Quote page (/quotes/[id]) One page for every quote — new, older, imported, or opened from inside a job. It has:

Header — a back arrow to Money → Quotes, the quote number, the status badge, the Viewed N× badge, a line with the customer, vehicle and title, the delivery line ("Emailed to jo@acme.com · Sep 2", "Shared by text · Sep 2", "Marked sent — no delivery record", "Approved · Sep 2 · by the customer online"), links to the job and invoice once they exist, a PDF button, and the action buttons: Send quote on a DRAFT; Resend plus the primary Mark approved on a SENT quote; and the Actions menu.
Price card — its header reads Pricing: Flat price (or Per unit, Estimate by area, Imported, Legacy estimator). On a DRAFT it ends in · change, which opens Change pricing: a card for each other way this service can be priced ("Lines you added by hand and price-list items stay either way"), and, once you pick one, an amber warning naming exactly which rows the switch drops (the flat price and its "what's included" lines, the estimator's material, labor and waste rows, the per-item rows, or the imported rows). Under the panel, a collapsed Advanced row holds Offer Good / Better / Best → Add an option. Once the quote is sent the · change link is gone, a line beside the header reads "Sent — reopen as a draft to change the price." and the panel is read-only.
Lines card — "What the customer sees". Every line with its quantity × price and total; rows the price panel wrote say "· from the price panel" and can be edited (which detaches them from the panel — "the panel stops pricing it and your number stays put") but not removed there. Add a line adds an add-on, a discount (a negative price) or an option, with Optional add-on — the customer can tick it and Save to your price list (then …and on every new {service} quote). Subtotal, tax and total sit under the list.
Details card — collapsed, with a one-line summary ("50% deposit · no expiry · tax 6.625% · shop terms"). Open it for the rows below; each one inherited from Money → Quote Settings reads "· shop default" until you change it, and each saves on its own.

The Price card is not a free-form grid and the page does not import a PDF or an image on its own — that door is Upload PDF on the job's Quotes tab. Terms and the customer document (layout and colors) are copied from Money → Quote Settings → Quote defaults when the quote is created; override them per quote in Details.

The Details card, row by row

Deposit — a Deposit required to schedule switch, Percent or Fixed amount, and the number. New quotes start from your Standards (50% until you change it).
Valid until — No expiry, 7 days, 14 days, 30 days, or a date. Standards ship with no expiry; set Quotes are valid for … days there if you want one on every quote.
Tax — three chips: Standard, which prints your shop rate in the chip ("Standard (6.625%)"), Custom rate and Exempt. Materials and labor follow your Standards; the rate re-snapshots on save. A shop still at 0% sees an amber No tax rate set — set it in Standards chip.
Notes — printed on the quote under the lines.
Terms — "Using shop terms" with Customize; once customized, Edit and Back to shop terms.
Attn — who the quote is addressed to.
Document — Layout (Shop default, Itemized, Estimate sheet, One-line summary) and Colors (the 15 themes).
Vehicle — No vehicle or one of the customer's vehicles. This is the only place a quote's vehicle changes; the Actions menu no longer has an assign-vehicle item.

Every change here reaches the public page and the PDF together. On a sent quote the card reads "Sent — reopen as a draft to change these."

Quotes written before the new page. A quote your shop priced on the old estimator keeps its rows exactly as they are: the Price card lists them read-only under Pricing: Legacy estimator with no · change, every line stays editable in the Lines card, and the Details card edits it like any other quote. On a DRAFT without options, a banner offers Open in the new builder — "The new builder prices it the same, to the cent, and shows where every number came from." When it converts, the toast says "Moved to the new builder". When it can't, the reason prints under the button and nothing changes: only drafts can move; it's priced a different way, not by the wrap estimator; it offers Good/Better/Best options (those stay on the old builder); its service prices labor by the piece rather than by area; it prices more than one material (the new estimator holds one); the estimator can't read some of its priced rows and would price real work at $0.00; or the conversion would change the price. A refusal costs you nothing — the quote, its total and its document are untouched.

How a quote is priced

The Pricing mode is decided when the quote is created:

Your own choice under Shop → Shop Standards → What you sell → New quotes open as (one picker per service; Decide for me is the default).
Otherwise, Decide for me: a wrap quote opens on Estimate by area when you have at least one film under Materials, labor & add-ons, else Flat price; a tint, PPF, other-work or custom-service quote opens on Per unit when you have at least one active, priced item for that service (or an every-service item), else Flat price.

Which modes a service can use: wrap, other work and your own services — Flat price, Estimate by area, Per unit; window tint and PPF — Flat price, Per unit. A tint Window kit and a PPF Coverage package are not shipped; tint and PPF are priced per unit or flat.

Flat price

One number for the whole job. No vehicle or measurement is needed.

What are you quoting? — the line your customer sees. Leave it blank and it prints as the quote's title.
Price — the number.
What's included — optional — a list of lines printed on the quote at no charge ("Llumar CTX ceramic, lifetime warranty"), as bullets under Included, never as $0.00 rows. Add a line adds one.
This price is — Mostly labor, Mostly materials or Other. Labor is taxed only if you tax labor, Materials only if you tax materials, and Other is always taxed, whatever your tax settings say.
Save price — the flat panel is the one panel with an explicit save; the toast reads Saved, with "Quote total $X" under it. "Enter a price above $0." blocks an empty price.

Price by area (the wrap estimator)

A wrap quote with films in your Standards opens on Estimate by area already priced: full-wrap coverage, the measured area when the vehicle is in the dataset, your default film, and the labor rows you keep On new estimates. It is one panel, in the order a wrap job is actually priced: coverage, area, film, labor, waste. Every number says where it came from, and none of that working-out reaches the customer.

Coverage — three chips: Full wrap, Three-quarter, Custom. Tapping one re-reads the area and the vehicle-sourced install hours for that coverage. Anything you typed yourself is left alone.
Area — the square footage being priced, with one line underneath saying where it came from: "620 sq ft — PVO measured", "— your saved measurement", "— measured by hand, not a PVO measurement", or "— typed, not measured". When the vehicle is in the measured-vehicle dataset the area is filled in for you and a green badge names the matched vehicle. When it isn't, a Measure button opens the vehicle measuring tool inline — body class, dimensions, panels — and the panel takes its result. Type over the number either way and the line becomes "typed, not measured".
Film — one chip per film on your rate card (Money → Quote Settings → Materials, labor & add-ons → Wrap → Films). The film you starred there reads Default ✓; the others show their combined $/sq ft. Tapping a chip snapshots that film's name and its film and laminate rates onto this quote, so a later change to your rate card never rewrites a quote you already priced. A shop with no films yet gets typeable Film $/sq ft and Laminate $/sq ft boxes instead, so you are never blocked behind a settings page.
Labor — your rows from Money → Quote Settings → Materials, labor & add-ons → Wrap → Labor (Design, Production and Installation to start; add, rename, reorder or delete them there, and price each Per hour, Flat fee, Per sq ft or Per panel). Each row shows quantity × rate and its own total; the × removes it from this quote ("your Standards keep it"), and + Add labor… puts any of your other rows on. Under each row one line explains both numbers:
- The rate — "$95/hr — your rate". If you never set one, the estimator uses the industry default and says so: "$90/hr — default — set yours", at $85 design, $60 production, $90 install. A rate you have not agreed to is never printed as though it were yours. The one exception is the print catalog's starter products: their suggested rates let a print shop quote from its first minute, so they are badged suggested — edit to your shop in Quote Settings and suggested / suggested rates in the quote's print panel until you save them. The customer's quote prints the rate on the product with no badge, so check a suggested one before you send — see Print products.
- Hours open at the Default hours you set on that row in Standards, otherwise at 1.5 for design and 5 for a full wrap / 3 for anything less for production ("5 hrs — app default"). A flat-fee row is charged once; a per-sq-ft row follows the area on the quote; a per-panel row takes the measured panel count when the vehicle has one, otherwise the Default panels you set on the row.
- Install hours — any row marked Hours come from the vehicle — come from the vehicle's measured install range when it has one ("12 hrs — PVO measured"). When it doesn't, they come from a body-class table and read "estimated from the body class, measure for accuracy" — an SUV with no measured row opens at 12 hours rather than at $0.
- Type over any hours or rate and that half of the line becomes "entered on this quote", and it stays yours.
- A row left at 0 never appears on the customer's quote or PDF.
Material waste allowance — a visible line, not a hidden markup: "Material waste allowance — 15%" with its own amount, and "15% of $1,240.00 in film and laminate" beneath it. The percentage was copied from Money → Quote Settings → Quote defaults when the quote was created, so changing your standard later doesn't move a quote you already priced. It appears only when there is film on the quote; at 0% there is no line and the panel says "Your waste allowance is 0% — set one under Money → Quote Settings."
Install style — two chip rows (for wrap: Flat panels / Standard / Complex / curved and Commercial / Retail / Show quality), shown only once your shop has saved the Install Style card under Money → Quote Settings → Advanced. They multiply the hours and the rate on the row whose hours come from the vehicle, and a non-neutral pick can add a few points to the waste percentage; the reasoning is written into the row's working-out. A shop that never saved the card sees no chips and prices at the neutral middle.
Saving — the panel saves itself about a second after you stop typing. The line beside the total reads "Saving…", then "Saved" ("Unsaved changes" with a Save now button if a save fails). There is no Save button and nothing forces a save. Re-run estimate re-reads your Standards into a draft — the one way a rate you fixed later reaches a quote you already opened. The running Quote total, before tax is produced by the same engine that writes the saved lines, so the number on screen and the number on the customer's document cannot disagree.

What the customer reads is the finished lines: film, laminate, the labor rows priced above zero, and the waste allowance. Deposit, expiry, tax, notes, terms and the document live in the Details card, not in the estimator.

Price per window or package (Per unit)

Tint, PPF, other work and your own services price on the Per unit panel when you have priced items for them — seven pieces of glass or a coverage package, not an area. No vehicle or measurement is needed. Print & signs quotes open on it with the Print products & catalog panel on top: products from your print catalog, priced by size, quantity breaks and finishing options — see Print products.

Add from your items — a chip for every active, priced item you sell for this service, from Money → Quote Settings → Materials, labor & add-ons → (the service's tab) ("Full car — ceramic · $549.00", "Windshield strip · $60.00"). Tap one and it becomes a line, already filled in with that item's quantity, unit, price and taxed-as. Tap two more for a bundle. Items set up for every service show on every quote; items still at $0 or switched off never appear. An item marked Customer can add this wears an optional badge and lands as an add-on the customer ticks. Manage items opens Standards.
Every line is typeable. Change the wording, the quantity, the unit (window / package / each / hour / sq ft) or the price on any line. The × removes it.
Taxed as — each line carries its own Labor / Materials / Other chip, with the same rule as the flat price: Labor is taxed only if you tax labor, Materials only if you tax materials, and Other is always taxed.
Add a custom line — for the thing that isn't in your list yet. Once it has a name and a price above $0, an Add to price list checkbox appears, already ticked, with …and on every new quote under it: saving the quote also saves that line as one of your items, so your price list fills itself from the quotes you send. Untick it for a one-off. Saving to the list needs the Settings permission — a Billing-only user's quote still saves, just without the item.
Saving — the panel saves itself a moment after you stop typing ("Saving…", "Saved", or "Unsaved changes" with Save now). The Quote total, before tax is the figure your customer's document will show.

If you'd rather quote one number for the whole job, · change on the pricing line switches to Flat price (and back); the confirm names the rows it drops first.

Options your customer can add

An optional add-on is a line the customer decides on — "Windshield strip · + $60.00" with a checkbox — instead of one you decided for them. It's the upsell that doesn't need a second quote.

Make a line optional — on the Lines card, tick Optional add-on — the customer can tick it when you add or edit a line. A line you added by hand or tapped from your price list can be optional: a windshield strip next to a tint, a ceramic coating next to a wrap, a rush fee. A price-list item marked Customer can add this (Money → Quote Settings → Materials, labor & add-ons, the item under its service's tab) lands as an optional line whenever you tap its chip, so the add-on you always offer is set up once.
What you see — the line wears "Optional · customer can add" and its amount prints as "+ $X" outside the total. After the customer answers it reads Added by customer or Declined; a declined line stays visible to you, struck through, and the card's caption reads "What the customer sees — plus what they declined".
What the customer sees — a block headed Add to your quote ("Tick anything you'd like included — the total below updates as you go."). Nothing is pre-ticked. As they tick, the subtotal, tax, total and deposit update in front of them, and the approve button names the deposit they are committing to. The PDF can't take a tick, so it lists the unanswered options after the totals under Add-ons you can choose and points them to the page.
When they approve — a ticked option becomes an ordinary line: it's on the job and on the invoice, and their approved quote and PDF print it like any other row. An unticked option stays on the quote for you, marked Declined — it never appears on anything the customer receives.
A phone deal — the Mark approved sheet lists Add-ons the customer chose; tick the ones they said yes to and the rest are recorded as declined. While an add-on is still unanswered, a quote can't be approved without opening the sheet.
One restriction — optional add-ons and Good/Better/Best don't mix. The checkbox is disabled with "Not with Good/Better/Best options" on a quote with options, and Add an option is disabled with "Not with optional add-ons" on a quote with an optional line. Pick the shape the deal needs.
Sending — a quote whose only lines are optional can't be sent: "Every line on this quote is an optional add-on — add at least one line that is always included before sending."

Good/Better/Best options

Offer the customer two or three prices to choose from instead of one. An option is a whole price — its own film, coverage, hours or flat price — and the customer picks one on their quote page.

On a priced DRAFT, open Advanced under the price panel and tap Add an option.

The quote's current price becomes the first option, starred (Recommended) and named Good, and a copy named Better appears beside it — the total the quote already showed doesn't move. Change one thing on the copy: the film, the coverage, a price. Add an option again for Best (up to three).
The Options strip now leads the Price card, one chip per option with its total and the star. Tap a chip and the price panel below edits that option — one panel, one option at a time, never three side by side.
Rename (up to 24 characters), Recommend (the star — the quote's total, deposit and the list row follow the starred option until the customer picks), Remove, and Add an option.
Lines you added by hand on the Lines card are shared by every option; the card's caption reads "What the customer sees on {option}".
Remove options down to one and the quote is a single price again, exactly as if it never had them.
A quote with options keeps its pricing mode — · change disappears until you remove them. A quote that already carries an optional add-on can't offer options, and a quote from the old estimator has to move to the new builder first.

Quote-level totals — the number that drives the deposit, the Send sheet, invoicing and the job's pricing snapshot — always reflect the active option: the customer's pick once they've made one, otherwise your Recommended one.

On the customer's page, a SENT quote with options shows selectable cards (name, total, up to five lines, a Recommended badge) instead of a single price table. The customer picks a card — the lines, totals and deposit below update to match — then approves; the page's own hint still calls them tiers ("Pick the tier above, then click below to approve."). Their choice is stamped with the approval: once approved, the page, the PDF and the job's pricing snapshot show only the option they chose. On a phone deal, pick Which option? in the Mark approved sheet. The Send sheet and the quote email show "from $X · N options" instead of one total.

The quote PDF is option-aware too: before a pick it opens with a compact comparison table (each option's subtotal, tax and total, Recommended flagged) followed by the Recommended option's lines, captioned "Shown: {name} — see comparison above". Once an option is chosen — by the customer, or by you in the sheet — the PDF shows only that option's lines with a "Selected: {name}" line.

Actions menu (on the quote page)

Action	Available when
Mark approved	DRAFT (on a SENT quote it's the primary button instead)
Mark as Rejected	SENT
Back to Draft to revise	SENT
Reopen as Draft	EXPIRED or REJECTED
Pause follow-ups / Resume follow-ups	SENT
Preview as customer	Always — opens the customer page with approving switched off; never counts as a view
Copy link	Always — the bare customer link
Duplicate	The quote has a job
Create Job	APPROVED and no job yet linked (asks for a vehicle on the quote first)
Request deposit / payment · Create Invoice	APPROVED and linked to a job
Delete Quote	Any status, with a confirm

Sending isn't in this menu — it's the Send quote button beside it (see Sending and customer approval under Capabilities below).

Public quote view (/quote/[publicToken]) A no-login page the customer sees when you share their quote link. It shows your logo or shop name, the quote number, a strip with the date, Valid until (only when you set one), Attn, the vehicle and the project title, the lines in your chosen layout (itemized table, estimate sheet, or one-line summary), subtotal, tax and total — or, for a quote with options, the option cards described above. Optional add-ons show as unticked checkboxes with their "+ $X" price. Download PDF is on every version of the page.

The page never shows a status code. It says where the quote stands in plain words:

What the customer reads	When
Ready for your approval	The quote is sent and still open
Approved {date}	They (or you) approved it
Declined	They declined — the page keeps a Message the shop box so they can come back
This quote expired on {date}	It's past its Valid until date
Not sent yet	You shared the link before sending. Opening it yourself with Preview as customer says "Preview — not sent yet" instead

When it's open for approval there's an optional Your name (optional) field (recorded as who approved), a sticky Approve Quote button that names the deposit when the quote asks for one — "Approve — $500.00 deposit due" — and two links: Ask a question or request a change (it reaches you as a bell and an email you can reply to; five notes per quote per day) and Decline this quote.

Every open of a SENT quote's public page is recorded — Wraptor counts views and timestamps the last one, whether the customer came from your email or from a link you copied and texted. The first open rings a bell that names the money too ("{Customer} just opened Quote SO-x — $4,820.00"). That view record powers the Viewed N× chip and, if you've opted in, the automatic follow-ups below.

The page your customer opens

Every quote link — and the pay, proof and sign pages it leads to — wears the same chrome: your logo (or shop name) at the top, your phone, email and address in the footer, and a ← Back to your job link once the quote has a job behind it, so no customer page is a dead end. Every plan, the trial included, drops the small "Powered by Wraptor" footer note; it appears only on the still-public customer pages of a shop with no plan.

What the quote itself shows:

The facts the PDF prints — the issue date, the expiry (only when you set one) and the Attn name, in a strip under the quote number, so the emailed PDF and the link plainly match. There is no coverage row: the title prints as "Project {title}".
On a phone, each line is its own card — name, then quantity × rate, then the amount — instead of a five-column table scrolling sideways. From tablet width up it is the familiar table. The Approve button sticks to the bottom of the screen on a long quote.
A line you marked as included reads "Included" rather than $0.00, on the page and in all three PDF layouts.
A print product with quantity breaks shows the next two breaks under its line — "25 for $275.00 · 50 for $450.00", the whole product priced at each — on the itemized page, option cards, comparison quotes and the add-on picker, and on the classic and estimate PDFs. It shows only while the quote can still be approved, never on the summary layout. See Print products.
The deposit is stated once, under the totals, and the approve button repeats the figure it commits them to. It is not repeated in the terms.
Your terms are the same on all three document layouts. Every layout prints exactly what your quote's terms say, plus the live validity and deposit lines.
Your tax number (Settings → Shop Settings) prints in the FROM block of all three PDF layouts.

Preview as customer (Actions → Preview as customer, or adding ?preview=1 to the link) shows the page exactly as they will get it — including the option cards and the add-on picker on a quote you haven't sent yet — with approving, declining and messaging switched off. It never counts as a customer view.

When a customer says yes

Approval always does three things, whichever door it came through: it records how the yes arrived, it creates the job, and it tells the customer what happens next.

They approved online. The page swaps to Thanks — here's what happens next ("{Shop} has your approval. Nothing else is needed unless one of these says so."), listing only the steps that apply:

Pay your deposit — when a deposit invoice exists and the deposit is still owed, with a working Pay deposit button. Wraptor creates that invoice on its own only on this door, and only as Money → Quote Settings → Quote defaults → Request the deposit automatically when a customer approves online allows: Automatic (only when you take card payments and the quote asks for a deposit), Always (even before payments are set up — the pay page then shows your instructions instead of a card button), or Never. It is never offered for a deposit already paid or mid-payment, and never for an invoice still in Draft.
How to pay — your own Payment instructions from that same card, verbatim, for shops that don't take deposits online. Leave the box blank and the next line covers it instead.
Your deposit — when a deposit is owed, you don't take payment online, and you haven't written instructions: "The shop will send you payment details to secure your spot."
Follow your job — Open tracker, their tracking page.
Download your quote — the PDF.
Call the shop — your shop phone.

They get the same list by email ("Thanks — SO-x is approved") when they have an address on file; that confirmation is always on. The pay page they land on has a Back to your job link so they aren't stranded.

And you get told about the money. The approval email — subject "{Customer} approved quote SO-x" — carries a Deposit block above the job button: the amount, then either "invoiced and sent. Forward the pay link if they need it again." with an Open the pay link → link, or "not collected yet. Open the quote and use Request deposit / payment to send a pay link." with Collect the deposit →. A deposit that is already paid (or mid-payment) is not mentioned. When the job was created without a vehicle, the email says so and its button reads Add the vehicle →; a bell "SO-x approved — add the vehicle" does the same.

You marked it approved. See "Approving a phone deal" below — same job, same confirmation, same next steps.

Public touchpoint: request-a-quote

Request-a-Quote page (/request-quote) A public form, no login required, reached through the link or embed snippet Wraptor gives you for it (it carries your shop id; a bare /request-quote link shows "This quote link isn't active"). Visitors fill in:

Contact information: Name (required), Email (required), Phone, Company.
Vehicle information: Year, Make, Model, Color, Vehicle Type (Car, SUV, Truck, Van, Trailer, Bus, Boat, Other).
Wrap Type (Full Wrap, Partial Wrap, 3/4 Wrap, Color Change, Commercial Fleet, Lettering, Spot Graphics, Decals, PPF, Window Tint, Chrome Delete, Stripes, Other).
Tell us about your project: free text.

When submitted, Wraptor:

Checks a honeypot field (bots get a silent pass).
Finds or creates a customer record using the visitor's email.
Creates a vehicle record (or a placeholder "TBD" vehicle if no make/model provided).
Creates a Job in your LEAD stage with the visitor's message as a note.
Emails the visitor a confirmation with their reference number, and emails your shop about the new lead.

The visitor sees a thank-you screen with a JOB-XXXX reference number. You then open the lead on the Jobs board and build a quote from its Quotes tab.

Note: the request-a-quote form does not create a Quote record directly — it creates a Job at LEAD status. You build and send the quote from that job.

Design-to-Quote (from WrapStudio Design)

If you've already designed the job in WrapStudio Design, you don't have to re-measure it. Open the design's export dialog and, in the job-loop section:

Create draft quote from this design (or New draft quote from design, if the job already has quotes) prices a fresh DRAFT quote on the area estimator from the design's real coverage — the artboard's measured square footage, your chosen material tier, and your shop's rate for it — plus the material waste allowance.
The design must be linked to a job that has a customer first ("Link this design to a job first.").
The new quote opens on the normal quote page, already priced — review it, adjust anything, and send it like any other quote.

Email-to-Quote (from WrapMail)

An inbound inquiry in your Inbox doesn't have to become a job before it becomes a quote. On an inbound email, click Draft Quote:

Wraptor reads the AI-extracted inquiry details (vehicle, service, customer) and drafts a DRAFT quote — with three options named Good, Better and Best when it matches the vehicle to a measured row and the service is wrap-shaped. Each option is priced on a film step (Economy Calendered, Commercial Cast, Premium Cast), at your own rate whenever you carry a film by that name and at the catalog rate when you don't. Better is starred.
If it can't confidently identify the vehicle or the service isn't one it can price by area (PPF or tint, say), you still get an unpriced draft — customer, vehicle and title filled in, ready for you to price — rather than nothing.
The quote's notes cite the source email so you can trace the price back to what the customer asked for.
It is always a DRAFT — Email-to-Quote never sends anything to the customer on its own. A toast links straight to the new quote so you can review and send it.

Capabilities

Building quotes

Create a quote from Money → Quotes → New Quote, from a customer record, or from a job's Quotes tab (Build Quote). Every door creates the same kind of quote: it records the service, picks how it's priced from your Standards, and copies your deposit, validity, tax, terms, document and waste defaults onto it, plus any price-list item marked On every new quote for that service.
On the New quote sheet you only choose the customer, the service and (optionally) the vehicle; everything else lives in the quote's Details card afterwards.
A DRAFT with no price shows an Unpriced badge in the list and a Price it button in place of Send — a quote with no money on it can't be sent.
Three pricing modes: Flat price (one number, with free "what's included" lines), Per unit (your priced items, per window / package / each / hour / sq ft) and Estimate by area (coverage, area, film, labor rows, waste). The Price card's · change link switches a draft between the modes its service allows and names the rows it drops.
On the area estimator, material = sq ft × (film $/sq ft + laminate $/sq ft), labor = quantity × rate per row, and waste = your waste percentage of the film and laminate. Subtotal = material + labor + waste, then any hand-added lines.
Tax uses the policy snapshotted onto the quote. Standard uses the rate under Money → Quote Settings → Sales tax & region; Custom rate and Exempt are per-quote choices in Details. Whether materials and labor are taxed is a shop setting on that Standards card, applied by each line's taxed-as (Materials, Labor, or Other — always taxed). A customer's tax exemption is copied onto the draft and suppresses tax without erasing the nominal rate.
Enable or disable a deposit per quote in Details; a new quote starts from Money → Quote Settings → Quote defaults (50% until you change it). The deposit shows in the Details summary and on the customer's approve button.
Quoting a film you don't stock yet — with no films in Standards the estimator gives you Film $/sq ft and Laminate $/sq ft boxes; nothing has to be added to your rate card first.
Start a quote pre-priced from a WrapStudio Design export, or from a WrapMail inquiry — see Design-to-Quote and Email-to-Quote above.
Make a hand-added or price-list line an Optional add-on the customer ticks on their quote page — the total and deposit update as they tick, a ticked line lands on the job and the invoice, an unticked one stays on the quote as Declined. See Options your customer can add.

Good/Better/Best options

Advanced → Add an option turns the current price into a starred option with a copy beside it — up to 3. Rename, recommend, remove; the price panel edits one option at a time.
The customer picks an option on the public quote page (or you pick it in the Mark approved sheet); the pick is bound to the approval and flows into the job's pricing snapshot and the PDF.
See Good/Better/Best options above for the full behavior.

Duplicate a past quote

Duplicate on a quote's Actions menu or on its row in Money → Quotes copies the quote onto its own job; Copy previous on a job's Quotes tab pulls any past quote (searched by number, customer, vehicle or title) onto that job. Line items, options, pricing mode, deposit setup, terms, notes and document land as a fresh DRAFT, priced and editable. Tax is restamped at your current rate; the number, link, views and the customer's add-on answers are not carried.

Sending and customer approval

Click Send quote on the quote page (it's also Send on the quote's row in Money → Quotes and on the job's Quotes tab; a SENT quote reads Resend). The Send SO-x sheet opens.
To is prefilled from the customer's primary contact, or from the customer record when there's no contact. If nobody has an email on file, type one right there — it's saved to the customer record only when none was on file; a one-off change to an existing address stays on this send and doesn't rewrite the customer.
Add an optional Personal note (it appears in a highlighted block near the top of the email), tick or untick Follow up automatically if they don't open it, and open Preview email to see the exact email — from, to, subject and body.
Click Send email. Wraptor waits for the email to actually go out and only then marks the quote SENT, records the address it went to, and shows "Emailed to … · date" under the status. If the email fails, the quote stays a DRAFT and the sheet shows the real error — nothing is ever marked sent that the customer didn't get. The customer's email is titled "Quote SO-x from {your shop}" with a View & Approve Quote button.
Copy link copies the bare customer link (/quote/[publicToken]). Anyone who opens it counts as a view, so text it or paste it into your own email if that's how the customer prefers it. Copying the link doesn't change the quote's status.
I shared it another way — Text, In person, Phone, Printed or Link — marks the quote SENT with that channel and no email. The delivery line reads "Shared by text · date" (or "Handed over in person", "Quoted by phone", "Printed and handed over", "Shared by link").
Automatic follow-ups and win-back only run for quotes sent by email. A quote you shared another way is skipped, and its delivery line says so.
Preflight: a quote with no price, with no line the customer would see (labor rows at 0 don't count), or whose only lines are optional add-ons can't be sent or shared — price it first. A customer with no email on file stops the email only ("No email on file for this customer. Add one to email the quote, or share the link another way.") — type an address in To, or share it another way. The sheet also flags, without blocking anything, a 0% tax rate ("No sales tax rate is set — this quote charges 0% tax."), a wrap priced for labor only ("This wrap is priced for labor only — no film or laminate."), and a quote with no valid-until date.
The sheet emails the customer on every plan and during the trial; you can also copy the link or record how you shared the quote instead.
The customer opens the link and clicks Approve Quote. This sets status to APPROVED, creates the job, and the delivery line reads "Approved · date · by the customer online".
A phone or in-person yes goes through the Mark approved sheet (see the task below); the delivery line then reads "Approved · date".
Quotes that were marked sent before Wraptor recorded deliveries show "Marked sent — no delivery record": no email went out for them from Wraptor. Send them, or record how you shared them, and the line updates.
Quote emails go out immediately from the send sheet. Quiet hours hold only automated sends; see Settings.

Knowing when a customer looks — and following up automatically

Every open of a SENT quote's public page increments a view counter and timestamp on the quote — no setup required. The first open rings a bell.
A Viewed N× chip appears on the quote in your list and on the quote page once it's been opened, with the last-opened time on hover.
Quote reminders (off by default) send a polite nudge if the customer hasn't opened the quote after 24 hours, and a second nudge if they opened it but haven't approved after 72 hours. The easiest way to turn them on is the Follow up automatically if they don't open it checkbox in the send sheet: ticking it turns the engine on for the shop and un-pauses this quote; unticking it pauses just this quote. The shop-wide switch also lives in Settings → Customer messages → Quote reminders and as Follow up automatically under Money → Quote Settings → Quote defaults. Follow-ups stop the moment the customer approves, declines, replies, the quote expires, or you pause them — and they only ever run for quotes sent by email.
Pause follow-ups on any individual SENT quote from its Actions menu, without turning off the feature shop-wide.

Win-back at 30 and 60 days

A separate, also-off-by-default automation for quotes the reminders above have stopped touching: one email 30 days after sending with no answer, and another at 60 days with a seasonal check-in. No fake discounts or countdown timers — just an honest "still here if you want it."
Turn it on in Settings → Customer messages → Win-back at 30 and 60 days (or tick also check back at 30 and 60 days under Quote defaults). It respects the same stop conditions as reminders (reply, approval, status change, pause), only touches quotes that were sent by email, and never re-touches a quote it's already nudged at that stage.
Both engines appear on the Autopilots gallery under their recipe names — Quote Chaser and Dead-Quote Win-Back — as read-only cards: an On / Off badge, what the engine does, "N sent · last 30 days", and a Manage link back to Settings → Customer messages. There is no switch on that page.

Converting to a job

Approval creates the job on its own — online or from the Mark approved sheet. An APPROVED quote that has no job yet shows Create Job in the Actions menu; that button still asks for a vehicle on the quote first (set it under Details → Vehicle).
The job inherits the customer, vehicle, service and title from the quote, and lands in your workflow's APPROVED stage when you have one (otherwise your default stage). The job number chains from the quote number where it's free.
The quote and job are permanently linked. The job number appears on the quote; the quote appears in the job's Quotes tab.
Approval does not require a vehicle. A job created without one is titled "{Customer} — vehicle to be confirmed" and rings a bell asking you to add it.

PDF download

Click PDF in the quote page header to download the quote (/api/quotes/[id]/pdf). The customer gets the same document from Download PDF on their page.

Deleting quotes

Delete Quote in the Actions menu, with a confirm. A quote that has an invoice cannot be deleted ("This quote has an invoice and cannot be deleted"), and an APPROVED quote can't be deleted while its job is still active — complete or cancel the job first. Deleting a quote clears the job's link to it; the job itself is not deleted. This action is permanent.

Step-by-step tasks

Create and price a quote
1. Go to Money and click the Quotes tab.
2. Click New Quote.
3. On the New quote sheet: search for the customer (or New customer — name, email, phone), tap the service if you sell more than one, optionally pick or add a vehicle, and press Start quote. Wraptor opens the quote page.
4. Price it in the Price card. On a flat-price quote type the price (and any included lines) and press Save price. On a per-unit quote tap your priced items and adjust the lines. On an area-priced quote it opens already priced — check the coverage, the area (measured for you when the vehicle is in the dataset, otherwise Measure it or type it), the film, and the labor rows. Each row says where its hours and rate came from; a rate reading "default — set yours" is the industry average, not yours. The material waste allowance line sits under labor. Per-unit and area panels save themselves — there is no Save button.
5. Open the Details card if anything should differ from your Standards on this quote: turn the deposit off or change it, set Valid until, pick a tax treatment (Standard, Custom rate, or Exempt), add Notes, customize the Terms, set Attn, the Document layout and colors, or the Vehicle.
6. Not sure how it should be priced? On a DRAFT, the Pricing: … · change line at the top of the Price card switches between the ways this service can be priced; the confirm names the rows it drops.
7. Use PDF or Actions → Preview as customer to see exactly what the customer gets.
Send a quote to a customer
1. Open the quote and verify the price, totals, and customer are correct. A quote with no price, no customer-visible line, or nothing but optional add-ons can't be sent — the sheet tells you why.
2. Click Send quote.
3. Check the To address. It's prefilled from the primary contact (or the customer). If it's empty, type the customer's email — it's saved to their record when they had none.
4. Add a Personal note if you want one, and decide whether to tick Follow up automatically if they don't open it.
5. Optionally open Preview email to see the exact email.
6. Click Send email. The quote becomes SENT only after the email is delivered, and the delivery line under the status reads "Emailed to … · date". If the send fails, the quote stays a DRAFT and you see the real error — fix it and send again.
7. Prefer to text it or hand it over? Click Copy link and send the link yourself, then click I shared it another way and pick Text / In person / Phone / Printed / Link so the quote is marked sent with that channel (no email goes out, and automatic follow-ups won't run for it).
8. The customer opens the link and reviews the itemized quote. If they are satisfied, they click Approve Quote.
9. The quote status changes to APPROVED, the job is created, and the delivery line reads "Approved · date · by the customer online".
Approving a phone deal (most approvals — the customer said yes on the phone or across the counter)
1. Click Mark approved — on the quote page, or straight off the row in Money → Quotes without opening it. (Approve SO-x on the job's Quotes tab opens the same sheet.)
2. How did they say yes? Tap Phone, In person, Email or Text. This is recorded on the quote.
3. Optionally type Who said yes?
4. If the quote offers Good/Better/Best, pick Which option? If it offers optional add-ons, tick Add-ons the customer chose — the rest are recorded as declined.
5. Optionally Add vehicle. The job is created either way — a job with no vehicle yet says "vehicle to be confirmed" until you add one.
6. Choose what happens with the deposit: I already collected it, Send a pay link — $X (creates the deposit invoice and copies its pay link to your clipboard), or No deposit right now. Marking a quote approved never creates an invoice unless you ask for it here. The pay-link option is greyed out — with the reason on it — when the quote asks for no deposit, or when your shop can't take card payments yet.
7. Leave Send the customer a confirmation on to email them what happens next. It's off, with the reason, when the customer has no email on file.
8. Click Approve & create job. The job is created and linked, the toast links straight to it ("Approved — pay link copied" when you asked for one, otherwise "Quote approved"), and the pay link is on your clipboard.
Handle a request-a-quote submission
1. A customer visits your request-a-quote page and fills in their contact info, vehicle, wrap type, and project description.
2. After submitting, they see a thank-you screen with a JOB-XXXX reference number.
3. In Wraptor, open the Jobs board. The new lead appears in your LEAD stage.
4. Open the job. The customer's message is saved as a note.
5. From the job, click the Quotes tab and Build Quote — the quote opens on the quote page priced from your Standards, for this job's customer and vehicle.
6. Price the quote, click Send quote, and wait for their approval.
Offer Good/Better/Best options
1. On a DRAFT, price the quote as usual, then open Advanced under the price panel and tap Add an option. Your price is now the starred option "Good"; the copy "Better" beside it is selected.
2. Change what's different on the copy in the price panel — a better film, full coverage, a higher flat price. Tap a chip in the Options strip to switch which option the panel edits.
3. Rename the options if you like, and Recommend the one the customer should see starred. Add an option once more for a third.
4. Send the quote as usual — the customer sees the options as cards on their page instead of one price.
Draft a quote from a WrapStudio design
1. Open the design in WrapStudio Design and open the export dialog.
2. In the job-loop section, pick a material tier and click Create draft quote from this design.
3. Wraptor opens the new DRAFT quote, already priced from the design's measured coverage plus material waste — review it, adjust if needed, and send.
Draft a quote from an inbound email
1. Open an inbound inquiry in your Inbox.
2. Click Draft Quote. Wraptor reads the AI-extracted details and creates a DRAFT quote (with options, when it recognizes the vehicle and service).
3. Click the link in the confirmation toast to open the new quote, review the pricing and notes (which cite the source email), and send it once it looks right.
Turn on quote reminders or win-back
1. Go to Settings → Customer messages.
2. Switch Quote reminders on to nudge customers who haven't opened or approved a sent quote — or skip this step and tick Follow up automatically if they don't open it in the send sheet the next time you send a quote; that turns the switch on for the shop.
3. Switch Win-back at 30 and 60 days on to re-engage quotes that have gone quiet for 30+ days or expired.
4. Both are off by default, respect quiet hours if you've set them, and only run for quotes sent by email. Check the Autopilots gallery any time to see how many nudges Quote Chaser and Dead-Quote Win-Back have sent in the last 30 days.

Settings & permissions

Who can access quotes

The billing permission ("Billing & Quotes") controls access to quotes. By default:

Manager — full access (create, edit, send, approve, delete).
Designer — has Billing & Quotes; can view and edit quotes.
Production — does not have it by default; cannot open Money.
Installer — does not have it by default; cannot open Money.

Owners always have full access. Adjust a role's permissions under Shop → Team → Roles & Permissions.

Money → Quote Settings — the page every new quote inherits from (what you sell, quote defaults, your rates and items, sales tax & region, install style) — needs the Settings permission, both to open and to change. Saving a typed line to your price list from a quote needs it too; the quote itself still saves without it.

Sales tax Money → Quote Settings → Sales tax & region holds Tax label, Standard tax rate, an optional Second tax line, and the switches Tax materials, Tax labor and Prices include tax. The rate ships at 0%, so enter the combined rate that applies to the shop — or click We don't collect sales tax and Confirm no sales tax so the 0% stops being flagged. New quotes copy that policy — rate, label, prices-include-tax, the materials and labor switches — and the customer's current exemption flag. A stored quote does not change merely because shop settings change; saving a draft's tax as Standard re-snapshots the shop's current rate. Drafts can also pick Custom rate or Exempt in Details. Changing a customer's exemption recalculates that customer's drafts only; sent, approved, and invoiced records keep their original totals.

Film, laminate and the waste allowance follow the materials switch. Labor rows follow the labor switch. A per-unit or hand-added line follows its own Taxed as (Labor / Materials / Other); Other is always taxed.

Plan tiers Quotes are open on every plan and during the 7-day free trial (no card required), with no cap on how many you build, send or approve — the job an approval creates and the deposit invoice it mints come with it. There is no free plan: a shop without a plan lands on the plan picker instead of the Quotes area, and canceling keeps its quotes. Every plan, the trial included, drops the "Powered by Wraptor" note from customer pages.

Multi-location Starter includes one location; Shop and Fleet include one and can add more at $99/mo each. In a multi-location workspace, quotes are scoped to the shop and the job an approval creates goes to the shop's default location.

Material waste allowance Set your shop's default waste percentage under Money → Quote Settings → Quote defaults ("Material waste allowance" — the extra film the estimator adds for relief cuts, overlap and mistakes). It ships at 15%; 0% means no waste line at all.

The percentage is copied onto each quote when the quote is created, and from then on it belongs to that quote — changing your standard does not move a quote you already priced. On an area-priced quote it shows as its own visible line ("Material waste allowance — 15%") in the estimator and on the customer's document, with the film and laminate it was calculated from spelled out on your side. Design-to-quote and email-to-quote drafts add the same line. It is only added when there is film on the quote, so a labor-only quote never carries a $0.00 waste row.

Deposit at approval Money → Quote Settings → Quote defaults holds the deposit default (None / Percent / Fixed $), Request the deposit automatically when a customer approves online (Automatic / Always / Never), and Payment instructions — the text a customer reads after approving when you don't take deposits online, also printed on the pay page while card payments aren't set up. Automatic (the default) only applies when you take card payments and the quote asks for a deposit; it never applies to quotes you mark approved yourself — that sheet always asks.

Reminders and win-back are opt-in, off by default Both require you to flip their switch — Settings → Customer messages → Quote reminders / Win-back at 30 and 60 days, or the matching Follow up automatically / also check back at 30 and 60 days on Quote defaults — before they send anything, or, for reminders, tick Follow up automatically if they don't open it in the send sheet, which flips the same switch. A brand-new shop sends none of these emails until you turn them on, and neither engine touches a quote that wasn't sent by email.

Tips & common pitfalls

Quote numbers are assigned, not typed: Quote numbers are formatted SO-00001 and count up from the highest number in your shop; a quote started from inside a job takes the job's number when it's free. There is no field to edit them.
A vehicle is optional: Approving creates the job with or without one — the job reads "vehicle to be confirmed" until you add it. Add it in the Mark approved sheet, on the quote's Details card, or on the job later. The one exception is the manual Create Job action on an already-approved quote, which wants the vehicle on the quote first.
Approving never invoices you by surprise: Marking a quote approved yourself only creates an invoice if you picked Send a pay link in the sheet. The one case Wraptor acts on its own is a customer approving online, and only as Money → Quote Settings → Quote defaults → Request the deposit automatically allows (Automatic = only when you take card payments and the quote asks for a deposit). The final invoice for the work is still a separate step after the job.
Deleting a quote unlinks it from the job: Deleting a quote removes it permanently but does not delete the job it was linked to. A quote that already backs an invoice cannot be deleted, and neither can the approved quote behind a job that's still in progress — void the invoice, or close out the job, first.
SENT means delivered: A quote only becomes SENT when its email actually went out, or when you told Wraptor how you shared it. If a send fails you'll see the real error and the quote is still a DRAFT — fix the address (or the sending problem) and send again. Sending the same quote twice doesn't double-send: if the email already went out but the status didn't update, Wraptor just marks it sent ("Already delivered — marked sent").
Edit only while DRAFT: The price panels, the Lines card and the Details card change a quote only while it is DRAFT. Once it's sent or approved, its prices stay locked; use Back to Draft to revise on a sent quote. Reopening clears its delivery record, its view count, a stale expiry date and the customer's add-on answers, so the re-send starts fresh. An approved quote with an invoice can't change status at all.
Set your tax policy first: Because the default rate is 0%, a brand-new shop's quotes show no tax until you set the rate under Money → Quote Settings → Sales tax & region (or pick a custom rate on the quote). The send sheet warns you about a 0% rate every time until you set one or confirm you don't collect sales tax.
Request-a-quote creates a job, not a quote: Staff sometimes expect a Quote record to appear after a web form submission. The web form creates a Job (LEAD stage) and a customer + vehicle. Build the quote from that job's Quotes tab.
Tax-exempt customers: If a customer record has the tax-exempt flag set, its drafts calculate no tax regardless of the shop switches. The quote keeps the nominal rate in the background, so removing the exemption from a draft restores the correct calculation. Sent, approved, and invoiced records deliberately keep their saved exemption snapshot.
"default — set yours" means it isn't your price: A labor rate you never set shows the industry default ($85 design / $60 production / $90 install) with that label next to it. It's a starting number so a quote is never blank or free — set your real rates under Money → Quote Settings → Materials, labor & add-ons → Wrap → Labor and the label goes away.
A rate you fixed later doesn't move an open draft on its own: the estimator reads the numbers it saved. Press Re-run estimate on the draft to pull your current Standards in.
Options are whole prices: You can't offer two options and one flat item — an option is the whole quote priced a different way. Lines you add by hand on the Lines card are shared by every option. If a job genuinely needs a mixed structure, use notes to explain it.
No fleet quote builder: A quote is one vehicle (or none). Multi-vehicle work is a quantity on a per-unit line or a quote per vehicle — Duplicate the approved one for the next unit — and a fleet account runs as a parent job with a child job per vehicle from the job's Fleet tab (see Fleets).
An optional add-on isn't an option, and a declined one isn't deleted: An add-on the customer can tick is one line on one quote; Good/Better/Best is up to three whole prices — a quote can carry one or the other, not both. When a customer leaves an add-on unticked, the line stays on the quote marked Declined: it's off every document they receive, but still there for you to offer again on the next job. If the customer wants an add-on after approving, it's a change to the job, not a tick on the old quote.
Sell something the four chips don't cover? Name it under Shop → Shop Standards → What you sell → + Add your own (up to 12). It gets its own chip on the New quote sheet, its own items tab under Materials, labor & add-ons, and its own New quotes open as picker; it prices Flat, Per unit or by area, and the customer reads "Project {your name for it}" with neutral "your project" wording. A line that quotes or items still use can't be removed: the × refuses and counts what is using it — 3 quotes and 1 item still use "Ceramic coating" — turn it off instead of removing it. Tap the chip to switch it off instead.
Only SENT quotes record views: Draft previews you open yourself, and quotes you reload after approval, don't count toward the view total — only opens of a quote in SENT status do. A link you copied from the send sheet and texted counts like any other open.
"Marked sent — no delivery record" isn't an error: It's an older quote that was marked sent before Wraptor recorded deliveries, or one flipped by the API. No email went out from Wraptor for it, so reminders skip it. Send it, or record how you shared it, to clear the line.
Win-back never touches a declined quote: If a quote was marked Rejected, win-back leaves it alone — a real "no" isn't treated as silence.
Expiry is quiet: A sent quote past its Valid until date reads "This quote expired on {date}" to the customer and flips to EXPIRED on your side; nobody is emailed. Reopen as Draft clears the old date so you can send it again.

Jobs — quotes feed into jobs; approval creates the job and links the two.
Invoicing & billing — the deposit invoice can be created at approval (automatically on a customer's online yes, or from the Mark approved sheet); the invoice for the work is a separate step after the job.
Customers — every quote must belong to a customer; customer records show all their quotes.
Vehicles — a vehicle is optional on a quote; the job can be created without one.
Proofs — proofs are sent from a job, not a quote; quote approval comes before proof.
Inventory — a film on your rate card can be linked to the stock you carry.
WrapStudio Design — where a Design-to-Quote draft is priced from.
Inbox (WrapMail) — where an Email-to-Quote draft is created.
Fleets — the parent-job-plus-child-jobs shape multi-vehicle accounts run as.
Autopilots — the read-only gallery where the reminder and win-back engines appear as Quote Chaser and Dead-Quote Win-Back, with their 30-day send counts.
Settings — Customer messages (reminders, win-back, quiet hours) and the standards every new quote inherits under Money → Quote Settings (what you sell, deposit, validity, document, waste, terms, rates and items, sales tax, install style).
Workflow map — shows where quotes fit in the lead-to-invoice pipeline.
Personas — details how managers, designers, and customers interact with the quote flow.