Quotes & Offers
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Delete a quote
You may find yourself in situations where a previously generated quote is no longer relevant due to evolving client needs or project requirements
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 6, 2023
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Duplicate a quote
Craft a quote that serves as a template for proposals. Use the duplicate feature to save time.
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 6, 2023
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Quote vs. Invoice
A quote is a document sent to a potential buyer before the work is done. An invoice is a financial document that requests payment when work has been finished.
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 2, 2023
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Understanding the quote status
In your quote list, you can quickly locate quotes based on the status of the quote or the customer's name.
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 2, 2023
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Edit a quote
You can only edit the content of a quote if its status is Draft. A quote with the status Sent, Accepted, or Cancelled cannot be edited.
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 2, 2023
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Convert a quote to an invoice
You can convert accepted quotes into invoices with just a few clicks. This feature simplifies your workflow and enhances professionalism
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 6, 2023
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Create a quote
You can create professional quotations that are tailored to your client's needs, complete with detailed information, pricing, and terms.
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 2, 2023
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Send a quote to your client
You can easily send quotes to clients from your Portfoliobox admin panel. Just hit "send", and your clients will receive a professional quote in their inbox
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 2, 2023
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How your client accepts the quote
After you send a quote, your client will receive an email containing a link to access the quote, check the details, and print it if they wish.
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 2, 2023
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Portfoliobox ${pbVer}: Search Result
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