Product

Quotes

Create and send professional quotes to clients, track their status, and convert accepted quotes into contracts or invoices.

Key Features

Quote List: View all quotes with status, total value, account, item count, expiry date, and creation time at a glance
Status Tracking: Follow each quote through its lifecycle — Draft, Sent, Viewed, Accepted, Declined, Expired, or Revised
Line Items: Build quotes from custom items, catalog products, or pre-built packages
Sections: Group line items into named sections to organize complex quotes clearly
Pricing Controls: Apply per-item discounts, a quote-level discount (fixed or percentage), and tax rates
Taxable Items: Tax applies only to items marked as taxable — set automatically when adding products from your catalog
Optional Items: Mark line items as optional so clients can see add-on choices without inflating the total
Client Signature: Capture the client's digital signature and signed name when they accept a quote
One-Click Conversion: Turn an accepted quote directly into a contract or invoice
Duplicate: Copy any existing quote as a new draft to speed up repeat work
Filter & Search: Filter by status or search by quote number, title, or account name
Dashboard Stats: See totals for Draft, Sent, and Accepted quotes plus the combined value of accepted quotes
Automation Triggers: Accepted quotes can trigger automated workflows

Click New Quote in the top-right corner
Fill in the Title and select the Account (both required)
Optionally link a Project and Contact — selecting an account auto-populates available options
Set a Valid Until date and choose a Pricing Tier (Retail, Pro, Wholesale, or Custom)
Add an intro message, payment terms, terms & conditions, and a closing message as needed
Add Internal Notes visible to your team only — never shown to the client
Click Save Quote

In the right panel of the quote editor:

Click Custom Item to add a freeform line item (Service, Product, Labor, or Expense)
Click Product to pick from your product catalog — taxable status and pricing are carried over automatically
Click Package to add a pre-built bundle — savings vs. individual items are shown
For each item, set the name, quantity, unit price, and an optional per-item discount
Use the Section field to group related items under a named heading
Check Optional to mark items as add-ons — excluded from the total unless selected

Open a draft quote and click Send to Client, or click the Send button directly from the quote list
The quote status changes to Sent
When the client opens the quote link, it moves to Viewed

Once a client accepts a quote (with optional digital signature):

Click Convert to Contract to create a draft contract pre-filled with all quote details
Click Convert to Invoice to create a draft invoice with all line items carried over
If you use Workflows, a quote acceptance can trigger automated follow-up actions

Use the Status filter to view quotes by stage
Click Duplicate on any row to copy a quote as a new draft (valid date resets to 30 days)
Select multiple quotes and click Delete Selected to remove them in bulk

Quote numbers are generated automatically in the format QTE-YEAR-NNNN
Expiry dates shown in red indicate the quote has passed its valid date
Optional items let you present upsell options without inflating the quoted total
Tax rates are pulled from your configured tax rate list and applied only to taxable items
A quote can only be converted once — the system prevents duplicate contracts or invoices from the same quote
The Revised status is applied when a sent quote is updated, keeping a clear history of changes
Links from a Project or Account page automatically pre-fill those fields when creating a new quote