Documentation Index
Fetch the complete documentation index at: https://docs.raleyapps.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
The Sales Quotes module lets your team create, manage, and send customer-facing quotes without leaving Jira. From initial setup to PDF delivery, the entire quoting process lives inside your Jira project. Required role: Finance or higherApplication Setup
Before creating your first quote, configure Sales Quotes in your Jira project:- Go to Project Settings in your Jira project left panel
- Find Raley Procurement — Sales Quotes in the settings menu
- Set the default currency for quotes
- Configure the quote number format (prefix, starting number, and auto-increment)
- Assign user roles — which team members can create, edit, and approve quotes
Creating Your First Quote
- Open your Jira project and go to Apps → Sales Quotes
- Click Create new quote
- Fill in the customer details — name, contact email, and billing address
- Add line items: select a product from your catalog or enter a custom item with description and unit price
- Apply any discounts at the line or order level
- Set the quote expiry date
- Click Save
Generating a PDF
- Open a saved quote
- Click Print / Export PDF
- The PDF uses the template configured in Project Settings → Sales Quotes → PDF Customization
- Download the PDF or proceed to send it by email
Sending a Quote by Email
If you have Raley Emails Notifications installed, you can send the PDF directly from the quote:- Open the quote and click Send by Email
- Enter or confirm the recipient’s email address
- Select the email template to use (configured in Raley Emails Notifications)
- Click Send
Quote Statuses
| Status | Meaning |
|---|---|
| Draft | Quote is being prepared — not visible to the customer |
| Sent | Quote has been delivered to the customer |
| Accepted | Customer has confirmed acceptance |
| Declined | Customer has declined |
| Expired | Quote passed its expiry date without a response |
Need Help?
- Service Portal: inversionpoint.atlassian.net/servicedesk
- Email: support@raleyapps.com
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