How to Use Quotes

Send professional quotes and convert accepted ones straight into invoices.

1. 1

   Create a quote

   Go to Quotes > New Quote, select a customer, and add line items the same way you would on an invoice.

2. 2

   Set validity and terms

   Add an expiry date and any terms so your customer knows exactly how long the quote is valid. Use the settings panel to change how dates are written on this quote if your customer is in another country.

3. 3

   Send for approval

   Email the quote or share a link your customer can open, review, and accept online.

4. 4

   Track status

   Mark quotes as sent, accepted, or declined, and filter or sort your quote list at a glance. Once a quote is saved you can switch on Auto-save in its action bar, and later edits save themselves as you make them.

5. 5

   Convert to an invoice

   Once a customer accepts, convert the quote into an invoice with one click — all line items carry over automatically.