Working with Quotes and Estimates
Quotes help you win new business by providing professional estimates before starting work. When accepted, convert them to invoices with one click.
Creating a Quote
- Navigate to Quotes
- Click Create Quote
- Select your client or prospect
- Add line items with descriptions and pricing
- Set an expiry date for the quote
Quote Details
Include important information:
- Quote Number - Unique reference number
- Valid Until - Expiry date for the quote
- Scope of Work - Detailed description of deliverables
- Terms - Payment terms and conditions
Sending Quotes
Send quotes to clients via email:
- Preview the quote before sending
- Customize the email message
- Track when the quote is viewed
Quote Status Tracking
- Draft - Not yet sent
- Sent - Delivered to client
- Viewed - Client has opened the quote
- Accepted - Client accepted the quote
- Declined - Client declined the quote
- Expired - Past the valid until date
Converting Quotes to Invoices
When a client accepts your quote:
- Open the accepted quote
- Click Convert to Invoice
- Review the invoice details
- Make any necessary adjustments
- Send the invoice
Quote Templates
Save time with quote templates:
- Create templates for common project types
- Include standard terms and conditions
- Pre-fill common line items