What Are Quotes?
Quotes are estimates or proposals sent to clients before work begins:- Project estimates
- Service proposals
- Price quotations
- Budget outlines
Creating a Quote
Step 1: Create Base Quote
- Create quote as normal
- Fill in all details
- Set up line items
- Configure payment terms
Step 2: Set Quote Details
- Toggle Make this a quote
- Set expiry date (optional)
- Add custom message
- Include terms and conditions
Step 3: Review and Save
- Review all line items
- Check calculations
- Verify client information
- Save quote
Sending Quotes
Method 1: Send Immediately
- Click Save & Send
- Quote is emailed automatically
- Client receives quote link
Method 2: Send Later
- Save quote as draft
- Go to Quotes page
- Find your quote
- Click Send button
Quote Features
What Gets Sent
- Quote preview link
- PDF download option
- Expiry date (if set)
- Your custom message
- Terms and conditions
Quote Status
- Draft: Not sent yet
- Sent: Emailed to client
- Viewed: Client opened the quote
- Accepted: Client approved
- Converted: Turned into invoice
- Expired: Past expiry date
Converting Quotes to Invoices
When Quote is Accepted
- Open the quote
- Click Convert to Invoice
- Quote details copied to invoice
- Adjust amounts if needed
- Send invoice
What Gets Converted
- All line items
- Client information
- Descriptions and amounts
- Payment terms
- Notes and instructions
Managing Quotes
View All Quotes
- Go to Quotes page
- Filter by status
- View quote history
- Check acceptance status
Edit Quote
- Modify line items
- Update amounts
- Change expiry date
- Adjust terms
Delete Quote
- Remove unused quotes
- Clean up old quotes
- Keep accepted ones
Best Practices
Creating Effective Quotes
- Be clear and detailed
- Include all relevant items
- Set realistic expiry dates
- Use professional language
- Include terms and conditions
Following Up
- Track quote views
- Follow up on sent quotes
- Remind before expiry
- Convert accepted quotes promptly
Quote Organisation
- Use clear descriptions
- Name quotes consistently
- Group by client or project
- Archive old quotes
Quote Templates
You can also create quote templates:- Save common quote structures
- Reuse for similar projects
- Maintain consistency
- Save time on setup