Quotes

How to Create and Send a Quote

Send a professional quote to a customer before the work begins — and convert it to an invoice with one click when they accept.

How to Convert a Quote to an Invoice

Once a customer accepts your quote, convert it to an invoice in one click — all line items carry over automatically.

How Customers View and Accept a Quote

Your customer receives a link and can accept or decline your quote directly from their browser — no login needed.