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  2. Quotes

Quotes

Price a job, share it, get it accepted and turn it into an invoice.

  • Create a quote or estimateAdd the customer, your prices and your scope and terms. The live preview shows exactly what your customer will see.
  • Send a quote and let your customer accept it onlineSend your quote as a private link. Your customer can accept it by typing their name, or decline it, and you’re told right away.
  • Turn a quote into an invoiceWhen your customer says yes, one tap creates a new invoice with the quote’s customer and items already filled in.
  • Save and reuse invoice and quote templatesSave an invoice or quote you send often as a template, then start new ones from it with the lines, tax, terms and layout already filled in.Pro and Business

Other topics

  • Getting started
  • Customers & vendors
  • Products & services
  • Invoices
  • Documents
  • Money & accounting
  • Calendar & tasks
  • Time, jobs & stock
  • Automations
  • Team & permissions
  • Plans & billing
  • Account & security
  • Your data
  • Troubleshooting

Still stuck?

Email admin@intralyn.com and tell us what you were trying to do. We answer Monday–Friday, 9 a.m.–5 p.m. Central, excluding holidays.

Business software

Business management software for invoicing, accounting, scheduling and documents.

296 Beauvoir Rd · Suite 100-1245 · Biloxi, MS 39531 · United States

Email help: Monday–Friday, 9 a.m.–5 p.m. Central, excluding holidays

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Quotes | Intralyn Help Center