Before you start
A quote must be internally approved before you can record the customer's decision. It also needs at least one line, positive unit prices, explicit taxes, a currency, and a customer from the same account. Verifactu accounts additionally require the customer's legal identifier.
Information
Talento does not send the quote to the customer from this page. Use your company's agreed channel and record the decision when it is known.
Record the customer decision
Select Accept when the customer agrees, or Decline when the proposal will not proceed. Acceptance does not create another commercial document. It locks the quote's commercial data and leaves only the expected delivery date editable.
Use Expected delivery to plan accepted work. The Ready to invoice filter lists accepted quotes without an invoice, ordered by delivery date with undated quotes last.
Create the draft invoice
When billing is ready, open the accepted quote and select Create invoice. Talento creates one normal F1/S1 draft invoice with the quote's customer, currency, notes, terms, lines, taxes, and discounts, then keeps the link between both records. Review the draft before sending it.
Deleting that draft unlinks the quote so a new draft can be created. Cancelling an issued invoice keeps the historical link; you can then cancel the accepted quote separately. A pending Verifactu cancellation does not make quote cancellation available yet.
Common issues
If an action is unavailable, check the invoice module, CRUD invoice permission, record scope, and the readiness messages shown on the quote.