Edit a quote
Learn how to edit quotes in your Portfoliobox portfolio website and understand when a quote can or cannot be edited.
Quotes & Offers
Delete a quote
Learn how to delete a quote from your Portfoliobox admin panel when it is no longer needed or relevant on your portfolio website.
Quote vs. Invoice
Learn what a quotation is, what it includes, and how it differs from an invoice. Understand how quotes help you present clear pricing for your portfolio website
Understanding the quote status
Learn how quote statuses work in Portfoliobox and how to edit, send, accept, or cancel quotes for your clients.
Send a quote to your client
Learn how to send a quote from your Portfoliobox portfolio website and understand how the quote status affects what you can edit.
Convert a quote to an invoice
Learn how to quickly convert an accepted quote into an invoice in your Portfoliobox admin panel to streamline your workflow on your portfolio website.
How your client accepts the quote
Learn how clients review and accept quotes on your Portfoliobox portfolio, including the two-step acceptance process and automatic status updates.
Duplicate a quote
Learn how to duplicate a quote in your Portfoliobox admin panel so you can reuse and adjust proposals for clients on your portfolio website.
Create a quote
Learn how to create professional quotes on your Portfoliobox portfolio website. Add pricing, terms, products, and client details, then save your quote as a draf