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Create a quote

Last updated on Jun 27, 2026

Send price quotes to win work before you invoice.

1. Open Quotes and click New quote.

Create a quote

2. Choose a customer and add line items, just like an invoice.

Create a quote

3. Set an expiry date if the price is time-limited, then save.

Create a quote

Tip: Quotes share your branding, so they look as professional as your invoices.