Quotes

Create a quote

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.

Send a quote and track acceptance

Email a quote and follow its status from sent to accepted. Send a quote and track acceptance 1. Open the quote and click Send. 2. Your customer receives a branded PDF and a link to view it. 3. Track the status as it moves to Accepted, Declined, or Expired. Tip: You'll get a notification when a quote is accepted or declined.

Convert a quote into an invoice

Won the deal? Turn an accepted quote into an invoice without retyping. Convert a quote into an invoice 1. Open the accepted quote. 2. Choose Convert to invoice. 3. Review the carried-over line items and dates, then save the new invoice. Tip: Converting keeps your customer and items, so you only adjust dates and send.