Create a quote

Create professional quotations tailored to your client's needs, with detailed information, pricing, and terms. Your clients can now accept quotes with a simple click, streamlining the approval process and saving you valuable time.

Create a quote

  1. Click Libraries & Tools.
  2. Choose Quotes & Offers under Business Tools.
  3. Click Add New Quote.
  4. Fill in your Quote information:
    • Quote Date
    • Timeframe
    • Your company details
    • Your client details 
    • Description
    • Payment Instructions
    • Terms and Conditions
    • Add a product to the quote
  5. Click Done to save it as a draft.

When an invoice is created, you can change its status and send it to your customer.

Related articles