Create a quote
How to create and manage client quotes on your portfolio website
You can create clear and professional quotes for your clients straight from your portfolio website. Clients can accept a quote with a single click, which speeds up approvals and keeps your workflow simple.
Create a quote
- Click Libraries & Tools.
- Choose Quotes & Offers under Business Tools.
- Click Add New Quote.
- Fill in your Quote information:
- Your company details
- Your client details
- Description
- Payment Instructions
- Terms and Conditions
- Add a product to the quote
- Click Done to save it as a draft.
When an invoice is created, you can change its status and send it to your customer.