QUOTES
Create a quote or estimate
Add the customer, your prices and your scope and terms. The live preview shows exactly what your customer will see.
Steps
Open Invoices and choose New quote. (You can also use New → Quote at the top of any page.)
In Customer, pick the customer and give the quote a Title. Leave Quote number blank to use the next number (like Q-0002), or type your own.
In Items, add your lines: type a description, or use Pick from catalog or Quick add by part number. Items are optional; leave them empty for a quote without prices.
Open Discount, tax & extra charges if you need a discount, sales tax or an extra charge.
In Scope & terms, describe what’s included, the timing and how to accept. The standard wording is filled in for you to edit.
In Look, pick a design and whether to show quantity and rate.
Check the Live preview, then choose Save quote.
Where to find your quotes
Quotes are saved in Documents. Open one to edit it, send it, or turn it into an invoice. You can filter the Documents list to show just quotes.
Need a different kind of estimate?
In Documents → New document you’ll also find an Estimate (itemized), a Proposal and a Statement of work.