Creating Your First Quote
Send a professional quote to a prospect and convert it to an invoice when accepted.
Steps
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1
Go to Quotes
Navigate to Sales > Quotes and click Create.
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2
Select a customer
Choose the customer or prospect from the dropdown.
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3
Add line items
Enter descriptions, quantities, and prices for each item you are quoting.
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4
Set validity period
Choose the valid until date. This tells your customer how long the quote is good for.
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5
Save and send
Click Save to create the quote. You can download the PDF or share the secure link with your customer.
Tips
- You can convert an accepted quote to an invoice with one click.
- Quotes use a separate numbering sequence from invoices.