Create a quote

Create professional quotations tailored to your client's needs, with detailed information, pricing, and terms. Your clients can now accept quotes with a simple click, streamlining the approval process and saving you valuable time.

Create a quote

1. Click Libraries & Tools.
2. Choose Quotes & Offers under Business Tools.
3. Click Add New Quote.
4. Fill in your Quote information:
   • Quote Date
   • Timeframe
   • Your company details
   • Your client details 
   • Description
   • Payment Instructions
   • Terms and Conditions
   • Add a product to the quote
5. Click Done to save it as a draft.

When an invoice is created, you can change its status and send it to your customer.