@aglyn/aglyn 1.0.0-beta.289 → 1.0.0-beta.291

package/src/lib/app-utils/docs-index.generated.js

@@ -5140,7 +5140,7 @@ export const DOCS_SECTION_INDEX = [
         title: 'Order emails & status page',
         heading: 'Related',
         anchor: '#related',
-        text: '- Commerce overview\n- POS & reservations'
+        text: '- Commerce overview\n- POS & reservations\n- The quote email, which you send yourself'
     },
     {
         path: '/commerce-and-bookings/commerce/orders-and-returns',
@@ -5161,7 +5161,7 @@ export const DOCS_SECTION_INDEX = [
         title: 'Fulfillment, returns and webhooks',
         heading: 'Invoices and packing slips',
         anchor: '#invoices',
-        text: 'Invoice in the order\'s dialog opens the order as a bill, ready to print: your business name, the date, who it is billed and shipped to, each line with its unit price, the subtotal, discount, shipping, tax and total, and anything refunded. Your store\'s receipt footer and terms address print at the foot. To keep a PDF, choose Save as PDF in the print dialog.\nPacking slip prints what goes in the box — the shipping address and each line\'s quantity, name, option and SKU — with no prices.'
+        text: 'Invoice in the order\'s dialog has three choices:\n- Print invoice opens the order as a bill, ready to print: your business name, the date, who it is billed and shipped to, each line with its unit price, the subtotal, discount, shipping, tax and total, and anything refunded. Your store\'s receipt footer and terms address print at the foot.\n- Download PDF saves the same invoice as a PDF file in your site\'s look: your logo and contact details at the top, a band in your site\'s primary color, the invoice number, the order date and whether it is paid, then the lines and totals. A paid quote\'s invoice works the same way, with Included beside anything included at no charge.\n- Send invoice emails the invoice to your customer, with the PDF attached. See Send an invoice.\nThe PDF takes your logo and contact details from your site\'s settings, and its colors from your site\'s theme. Downloading it takes the Manage orders permission.\nSend an invoice {#send-invoice}\nSend invoice opens a short form: To (your customer\'s email, filled in from the order), Subject and Message. Your message is shown at the top of the email, in your words. The email goes out in your site\'s look, from your site, with the invoice attached as a PDF. Replies go to your site\'s contact email, or to you when the site has none.\nWhat the email says depends on whether the order is paid:\n- Unpaid: "Invoice #1042 from" your business, the invoice number, its date, the total and what is due, and a Pay button. The button opens the invoice on your own site, where your customer pays it by card. The same link is printed on the PDF.\n- Paid: the same invoice, marked paid on the day it was paid, for your customer\'s records. It has no button.\nOnce it\'s sent, the order\'s dialog says when and to whom: "Invoice sent Oct 29, 2026, 3:04 P'
     },
     {
         path: '/commerce-and-bookings/commerce/orders-and-returns',
@@ -5630,7 +5630,7 @@ export const DOCS_SECTION_INDEX = [
         title: 'Quotes',
         heading: 'What a quote holds',
         anchor: '#what-a-quote-holds',
-        text: '- The customer. When your workspace keeps contacts, find someone by name, email or phone; or type their name, company, email and phone. A contact keeps the quote tied to their record.\n- Items. Any mix of:\n- Products from your catalog, with the option you pick and any add-ons the product offers. They are priced from the product, add-ons included, exactly as the point of sale prices them.\n- Custom items, typed for this job: a name, an optional description and SKU, a unit price and a quantity. Turn off Ships for work that doesn\'t ship, such as design or installation. A custom item never changes your stock.\n- Included items. Turn on Included at no charge for anything that comes with the order, a product or a custom item, and it is listed at no charge.\n- Discount: an amount off, or a percent off the items.\n- Shipping: the amount you charge to ship it. Leave it empty when nothing ships.\n- Ship to and Bill to addresses.\n- Notes for the customer and Terms.\nEach quote also keeps whether Customers approve the proof before they can pay. When it is on and the quote has a proof the customer hasn\'t approved, the customer\'s page asks them to approve it instead of offering Pay, and a payment can\'t be started for it. A quote with no proof is never held.'
+        text: '- The customer. When your workspace keeps contacts, find someone by name, email or phone; or type their name, company, email and phone. A contact keeps the quote tied to their record.\n- Items. Any mix of:\n- Products from your catalog, with the option you pick and any add-ons the product offers. They are priced from the product, add-ons included, exactly as the point of sale prices them.\n- Custom items, typed for this job: a name, an optional description and SKU, a unit price and a quantity. Turn off Ships for work that doesn\'t ship, such as design or installation. A custom item never changes your stock.\n- Included items. Turn on Included at no charge for anything that comes with the order, a product or a custom item, and it is listed at no charge.\n- Discount: an amount off, or a percent off the items.\n- Shipping: the amount you charge to ship it. Leave it empty when nothing ships.\n- Ship to and Bill to addresses.\n- Notes for the customer and Terms.\nEach quote also keeps whether Customers approve the proof before they can pay. When it is on and the quote has a proof the customer hasn\'t approved, the customer\'s page asks them to approve it instead of offering Pay, and a payment can\'t be started for it. A quote with no proof is never held. See Proof approval and paying.'
     },
     {
         path: '/commerce-and-bookings/commerce/quotes-and-proofs',
@@ -5646,6 +5646,27 @@ export const DOCS_SECTION_INDEX = [
         anchor: '#make-a-quote',
         text: '1. On the Orders tab, choose New quote in the Quotes card.\n2. Find the customer in your contacts, or type their details.\n3. Choose Add product or Add custom item for each line, and set its quantity.\n4. Add a discount, shipping, the addresses, notes and terms as you need them.\n5. Choose Create quote.\nThe quote gets the next number from your store\'s order numbers and is listed as Quote #1042, for example. Choose a quote in the list to open it again; change anything and choose Save. A draft quote you no longer need can be deleted.\nThe list shows each quote\'s customer, total, status and when it last changed, and sorts by any column.'
     },
+    {
+        path: '/commerce-and-bookings/commerce/quotes-and-proofs',
+        title: 'Quotes',
+        heading: 'A Request a quote form',
+        anchor: '#a-request-a-quote-form',
+        text: 'Let customers ask for a quote on your site, with the product they want and their artwork:\n1. On the Forms page, make a form (or open one) and open it in the Besigner.\n2. Add the fields you need: a name, an email, a message, a Product and options field from the element picker\'s Forms group, and a File upload field for logos or artwork.\n3. On the form\'s page, under After someone sends it, turn on This form asks for a quote. Email the person a confirmation turns on with it.\n4. Publish the form and place it on a page.\nThe Product and options field lists your store\'s products for the customer to pick from, then the product\'s options (size, color and so on). To quote one product only, pick it in the field\'s Product setting; the customer then picks just its options. The field sends the product and options in words, which is what your Inbox and your alert show, and keeps the exact product and option beside them for the quote.\nThe customer gets a confirmation email with a copy of their request, and their request lands in your Inbox marked Quote request.'
+    },
+    {
+        path: '/commerce-and-bookings/commerce/quotes-and-proofs',
+        title: 'Quotes',
+        heading: 'Start a quote from a request',
+        anchor: '#start-a-quote-from-a-request',
+        text: 'Open a quote request in the Inbox and choose Start a quote. The quote editor opens with:\n- the customer: their name, email, phone and company, as the form gave them;\n- a line for the product they picked, with its options, priced from your catalog;\n- their message as the quote\'s notes, ready to edit;\n- their files, listed under From the request.\nSet the prices and anything else, and choose Create quote. The quote keeps the request\'s files as the customer\'s files, which you can download from the quote, and remembers which request it came from.\nWhen you email the quote, it is sent as a reply to the confirmation your customer got for their request, so the request, the quote and every revision after it are one conversation in their inbox. Keep the subject the same so every inbox keeps them together.'
+    },
+    {
+        path: '/commerce-and-bookings/commerce/quotes-and-proofs',
+        title: 'Quotes',
+        heading: 'Start a quote from a contact',
+        anchor: '#start-a-quote-from-a-contact',
+        text: 'On a contact\'s page in the CRM, choose Start a quote. The quote editor opens with the contact as the customer: their name, email, phone and company. Add the lines and choose Create quote.\nBoth need Create and edit quotes, and starting one from a request also needs a role that can read the site\'s Inbox.'
+    },
     {
         path: '/commerce-and-bookings/commerce/quotes-and-proofs',
         title: 'Quotes',
@@ -5653,19 +5674,82 @@ export const DOCS_SECTION_INDEX = [
         anchor: '#totals-and-tax',
         text: 'The totals add up the items (included items count nothing), take off the discount, then add shipping and tax. Tax follows your store\'s tax settings:\n- Manual rates: the rate for the quote\'s ship-to state and country, or for your store\'s address when the quote has no ship-to country. The discount comes off before tax, and shipping is not taxed. A product marked tax-exempt is left out.\n- A connected tax service (Tax services) prices the quote when you save it, and the quote shows its figure.\n- Stripe Tax: the quote says Tax is added at payment, because Stripe works out the tax when the customer pays.\n- No sales tax: no tax is added.\nIf your store hasn\'t chosen how it handles sales tax, the quote shows no tax and says so, with a link to Taxes.'
     },
+    {
+        path: '/commerce-and-bookings/commerce/quotes-and-proofs',
+        title: 'Quotes',
+        heading: 'Email the quote',
+        anchor: '#send',
+        text: 'Send the quote to your customer by email, from your site, with your own message:\n1. Open a saved quote and choose Send quote under Email to customer.\n2. Check To. It starts with the customer\'s email from the quote; type another address to send it somewhere else.\n3. Check Subject. It starts as Quote #1042 from your business name.\n4. Type a Message: a few words to your customer, shown at the top of the email.\n5. Choose Send.\nThe quote then shows Sent with the date and the address, and moves to Sent in the list (unless your customer has already approved it or asked for changes, which it keeps showing). The email shows the quote as it was last saved, so save your changes first.'
+    },
+    {
+        path: '/commerce-and-bookings/commerce/quotes-and-proofs',
+        title: 'Quotes',
+        heading: 'What your customer gets',
+        anchor: '#quote-email',
+        text: 'One email in your site\'s look, from your site\'s name, with:\n- Your quote from your business name as its heading, or Your updated quote from the second revision on;\n- your message;\n- the quote number, its revision and its total;\n- the first three proof images, each opening the quote page, and the other proof files by name, to see on the quote page (a WebP image is named rather than shown, because some inboxes can\'t show one);\n- what to do next, and one button:\n- Review and approve while the proof must be approved before paying and isn\'t yet;\n- otherwise View and pay with the total;\n- the quote attached as a PDF, the same one as Download PDF, with the pay link on it.\nThe button opens the quote\'s pay link. Replies go to your site\'s contact email, the one your business listing shows or else your support email, and to your own email when your site has neither. The email ends with a line saying so.\nThe email is the Quote email under Emails, where you can change its wording and colors like your other site emails. It can use these tokens:\n| Token | Value |\n| -- | -- |\n| {{quote.number}}, {{quote.revision}}, {{quote.total}} | The quote number, like #1042, its revision, and its total (with "before tax" when Stripe Tax adds the tax at payment) |\n| {{quote.heading}}, {{quote.intro}} | The heading, and one sentence on whether this is a new quote or an updated revision |\n| {{quote.message}} | The message you typed; empty when you typed none |\n| {{quote.proofImages}}, {{quote.proofFiles}} | Up to three proof images, and the other proof files by name |\n| {{quote.nextStep}}, {{quote.buttonLabel}}, {{quote.url}} | What to do next, the button\'s words, and the pay link |\n| {{quote.subject}} | The subject you sent it under |\nA quote isn\'t emailed to an address that bounced or reported an em'
+    },
+    {
+        path: '/commerce-and-bookings/commerce/quotes-and-proofs',
+        title: 'Quotes',
+        heading: 'One conversation in your customer\'s inbox',
+        anchor: '#conversation',
+        text: 'Every email about a quote goes into the same conversation: the first one, sending it again and sending a new revision. Each one is sent as a reply to the one before, and the subject starts as the conversation\'s. Keep the subject the same when you send again: many inboxes group a conversation by its subject, so a new subject can start a new one.'
+    },
+    {
+        path: '/commerce-and-bookings/commerce/quotes-and-proofs',
+        title: 'Quotes',
+        heading: 'Send it again, or send a revision',
+        anchor: '#send-again',
+        text: 'After the first email, the button reads:\n- Send again, for the revision you already sent. The pay link stays the same.\n- Send revision 2 (or whichever is current), once you\'ve started a new revision. Sending it gives your customer a new pay link, and the link in your earlier email opens a page saying the quote was updated, with nothing of the old revision. If you already replaced the link yourself, it isn\'t replaced again.\nA paid quote isn\'t sent again.'
+    },
     {
         path: '/commerce-and-bookings/commerce/quotes-and-proofs',
         title: 'Quotes',
         heading: 'Send the pay link',
         anchor: '#pay-link',
-        text: 'Every quote has a pay link: an address on your own site, at /pay-quote, that opens the quote for your customer with a Pay button. Open the quote and, under Pay link, choose Copy pay link. The link is copied and shown, ready to paste into an email or a text. It opens the quote as it was last saved, so save your changes before you copy it.\nThe link doesn\'t expire. It keeps working until the customer pays or you replace it.\nReplace link makes a new link and retires the old one. Use it when a link went to the wrong person, or when you want only your latest message to work. The old link then opens a page saying the quote was updated and that you sent a newer link, and shows nothing of the quote. Send your customer the new one. A paid quote\'s link can\'t be replaced.'
+        text: 'Every quote has a pay link: an address on your own site, at /pay-quote, that opens the quote for your customer with a Pay button. The quote email carries it for you. To send it some other way, open the quote and, under Pay link, choose Copy pay link. The link is copied and shown, ready to paste into an email or a text. It opens the quote as it was last saved, so save your changes before you copy it.\nThe link doesn\'t expire. It keeps working until the customer pays or you replace it.\nReplace link makes a new link and retires the old one. Use it when a link went to the wrong person, or when you want only your latest message to work. The old link then opens a page saying the quote was updated and that you sent a newer link, and shows nothing of the quote. Send your customer the new one. A paid quote\'s link can\'t be replaced.'
     },
     {
         path: '/commerce-and-bookings/commerce/quotes-and-proofs',
         title: 'Quotes',
         heading: 'What your customer sees',
         anchor: '#customer-page',
-        text: 'The pay link opens the quote inside your site\'s own header and footer:\n- your business name, the quote number and its date;\n- who it is for, and the bill-to and ship-to addresses;\n- each item with its option and add-ons, description, SKU, quantity and price, and Included beside anything included at no charge;\n- the discount, shipping, tax and total, or Tax is added at payment when Stripe Tax works the tax out;\n- your notes and terms.\nThe page is private: search engines don\'t list it, and it never shows the customer\'s email or phone number, your notes to yourself or who on your team wrote the quote.'
+        text: 'The pay link opens the quote inside your site\'s own header and footer:\n- your business name, the quote number and its date;\n- who it is for, and the bill-to and ship-to addresses;\n- each item with its option and add-ons, description, SKU, quantity and price, and Included beside anything included at no charge;\n- the discount, shipping, tax and total, or Tax is added at payment when Stripe Tax works the tax out;\n- your notes and terms.\nThe page is private: search engines don\'t list it, and it never shows the customer\'s email or phone number, your notes to yourself or who on your team wrote the quote.\nDownload PDF on the page saves the quote as a PDF file, so your customer can keep it, print it or pass it on. The download works only from the quote\'s current link.'
+    },
+    {
+        path: '/commerce-and-bookings/commerce/quotes-and-proofs',
+        title: 'Quotes',
+        heading: 'Attach proofs',
+        anchor: '#proofs',
+        text: 'A proof shows your customer what they\'re getting before you make it: the canopy with their logo on it, the sign laid out at size. Attach proofs to a saved quote, and your customer sees them on the quote page, where they approve them or ask for changes.\n1. Open the quote and find Proofs in the editor.\n2. Choose Add proof and pick one or more files.\nA proof can be a PNG, JPEG, WebP, GIF, PDF, SVG, AI, EPS, PSD or TIFF file, up to 25 MB each, and a revision holds up to 10. Images show as pictures, and the other files as a chip with the file\'s name and size. Choose a picture or a chip to download the file.\nEvery file is checked before it\'s kept: a file whose contents aren\'t what its name says, or that carries a program, isn\'t taken, and an SVG is stripped of anything that could run. Proofs are kept privately with the quote. Only your team and the holder of the quote\'s link can open them, and never through a public address.\nTo take a proof off, choose Remove under it. You can add and remove proofs until your customer answers. After that, start a new revision to send different proofs.\nAdding or removing a proof changes what your customer sees, so it counts as an edit: a customer who has the page open is asked to look again before they answer or pay.'
+    },
+    {
+        path: '/commerce-and-bookings/commerce/quotes-and-proofs',
+        title: 'Quotes',
+        heading: 'What your customer sees of the proofs',
+        anchor: '#customer-proofs',
+        text: 'When the current revision has proofs, the quote page shows them under the quote: each image as a picture and every other file as a download. Beside them are two choices:\n- Approve this proof. Your customer types their name and chooses Approve. The quote keeps their name, the time, and the address and browser it came from, as the record of the approval, and moves to Approved.\n- Request changes. Your customer says what should change, and can attach their own artwork: up to 10 files of the same kinds and size as proofs. The quote moves to Changes requested, with their comment and files.\nThe latest answer is the one that counts. A customer who asked for changes can still approve, and one who approved can still ask for changes, which withdraws the approval. The page tells them what they last said.\nYou\'re notified of every answer, in the console and by email, with the quote, the customer, the revision and what they said. The notice opens the quote, and replying to the email reaches your customer.\nA paid quote still shows its proofs, with nothing to press. A link you replaced shows nothing of the quote, proofs included, and takes no answer.'
+    },
+    {
+        path: '/commerce-and-bookings/commerce/quotes-and-proofs',
+        title: 'Quotes',
+        heading: 'Proof approval and paying',
+        anchor: '#approval-and-paying',
+        text: 'Whether paying waits on the approval is up to you, quote by quote, with Customers approve the proof before they can pay (the new-quote default sets where each quote starts):\n- On: while the current revision has a proof your customer hasn\'t approved, the quote page shows a short line asking them to approve it in place of Pay, and no payment can be started. Approving brings Pay back. A new revision with new proofs needs its own approval.\n- Off: Pay is always there. Your customer can approve or ask for changes, and paying never waits on it.'
+    },
+    {
+        path: '/commerce-and-bookings/commerce/quotes-and-proofs',
+        title: 'Quotes',
+        heading: 'Revisions',
+        anchor: '#revisions',
+        text: 'A quote\'s revision is the version your customer is looking at, starting at Revision 1. When your customer asks for changes, or you want to send different proofs, start the next one:\n1. Open the quote and choose Start revision 2 (or whichever comes next) under Proofs.\n2. Confirm.\nThe revision you had is kept exactly as it stood: its items and totals, notes and terms, its proofs, and every answer your customer gave it. The new revision starts with no proofs and no answer, back at Draft, ready for new proofs and any changes to the quote. Every earlier revision is listed under Earlier revisions in the quote, with its status, its proofs and your customer\'s comments and files, read-only.\nA paid quote takes no new revision. A quote that has earlier revisions can\'t be deleted, because your customer saw them.'
+    },
+    {
+        path: '/commerce-and-bookings/commerce/quotes-and-proofs',
+        title: 'Quotes',
+        heading: 'Download a quote as a PDF',
+        anchor: '#pdf',
+        text: 'Open a saved quote and choose Download PDF. The PDF is the quote your customer sees, set out as a document in your site\'s look:\n- your logo, business name, address, email, phone and web address at the top, under a band in your site\'s primary color;\n- Quote # with its number, the date it was last saved and its revision;\n- the bill-to and ship-to addresses;\n- each item with its option and add-ons, description, SKU, quantity, unit price and amount, and Included beside anything included at no charge;\n- the discount, shipping, tax and total, or Tax is added at payment when Stripe Tax works the tax out;\n- the pay link, as a button and as an address your customer can click, while the quote is still to be paid;\n- your notes and terms.\nOnce the quote is paid, the PDF says Paid with the date, and has no pay link.\nThe logo and contact details come from your site\'s settings, and the colors from your site\'s theme. A quote with more items than fit on a page runs onto the next, with the item headings repeated and each page numbered. The PDF shows the quote as it was last saved, so save your changes first.\nThe pay link is printed on the PDF only for someone who can also send quotes (see who can make and send quotes); for anyone else the PDF leaves it off.'
     },
     {
         path: '/commerce-and-bookings/commerce/quotes-and-proofs',
@@ -5681,6 +5765,13 @@ export const DOCS_SECTION_INDEX = [
         anchor: '#paid',
         text: 'A paid quote becomes an order, with the same number:\n- it joins the Orders list on the day it was paid, and the Channel filter finds it as Quote;\n- your customer gets a receipt, and their quote page shows Paid with a link to their order;\n- the customer becomes a contact, and you\'re notified;\n- stock goes down for your catalog products on the quote, included ones too. Custom items never change your stock.\nThe quote then can no longer be changed. If a second payment arrives for a quote that was already paid, or a payment comes through a link you had replaced, it isn\'t counted as a sale: the quote\'s timeline records it and you\'re notified, so you can refund it in Stripe.'
     },
+    {
+        path: '/commerce-and-bookings/commerce/quotes-and-proofs',
+        title: 'Quotes',
+        heading: 'Send an invoice for a quote',
+        anchor: '#invoice',
+        text: 'Send invoice sits beside Send quote in the quote\'s Email to customer section:\n- For a paid quote, it sends the invoice as your customer\'s record: marked paid, with the date, and the invoice attached as a PDF.\n- For an unpaid quote, it sends an invoice for a customer who needs one to pay, with a Pay button. The button is the quote\'s own pay link, so it opens the quote, and replacing the link retires it too.\nThe invoice is sent in the same conversation as the quote\'s emails, under the conversation\'s subject. Once it\'s sent, the section says when and to whom. An invoice for an unpaid quote that asks your customer to approve the proof can\'t be sent until they approve it: send the quote so they can.\nSee Send an invoice for everything the email says.'
+    },
     {
         path: '/commerce-and-bookings/commerce/quotes-and-proofs',
         title: 'Quotes',
@@ -5693,7 +5784,7 @@ export const DOCS_SECTION_INDEX = [
         title: 'Quotes',
         heading: 'Who can make and send quotes',
         anchor: '#permissions',
-        text: 'Making, editing and deleting quotes takes the Create and edit quotes permission. Copying and replacing a quote\'s pay link takes Send quotes and invoices to customers. Everyone who can manage orders on the site has both to start with; a custom role or a per-member override can grant or deny each one. See Order permissions.'
+        text: 'Making, editing and deleting quotes, adding and removing proofs, starting a revision, seeing earlier revisions and your customer\'s files, and downloading a quote\'s PDF, takes the Create and edit quotes permission. Emailing a quote or its invoice, and copying and replacing its pay link, takes Send quotes and invoices to customers, and so does a PDF that carries the pay link. Everyone who can manage orders on the site has both to start with; a custom role or a per-member override can grant or deny each one. See Order permissions.'
     },
     {
         path: '/commerce-and-bookings/commerce/review-platforms',