How to Create and Send a Quote

A quote lets you propose your prices before committing to the work. Once a customer accepts it, you can convert it to an invoice in one click — no re-entering line items.

Steps

1. Click Quotes in the left menu, then click New Quote.
2. Select an existing customer or add a new one.
3. Add your line items — descriptions, quantities, and unit prices. Use the item catalog to insert saved products quickly.
4. Set an expiry date so the customer knows how long the quote is valid.
5. Add any notes or terms in the Notes field.
6. Click Send to email the quote to the customer, or Save as Draft to send it later.

Set an expiry date on every quote. A quote with no expiry lets customers delay indefinitely — 7 to 14 days is a reasonable window for most projects.