Create and Send Quotes

Create and Send Quotes

Quotes let you propose work to clients before committing. Once accepted, they can be converted directly into invoices.

Creating a Quote

1. Go to Quotes from the sidebar
2. Click New Quote
3. Fill in:

• Client — select or create a contact
• Line items — description, quantity, and price for each item
• GST — inclusive or exclusive, calculated automatically
• Issue Date and Valid Until — how long the quote is valid

1. Click Save

Sending a Quote

From the quote detail page, click Send to email the quote to your client. They'll receive a link to:

• View the full quote
• Accept or Decline the quote

Quote Statuses

• Draft — not yet sent
• Sent — waiting for client response
• Accepted — client has approved
• Declined — client has rejected
• Expired — past the "Valid Until" date

Converting to Invoice

Once a quote is accepted:

1. Open the quote
2. Click Convert to Invoice
3. A new invoice is created with all the line items, amounts, and client details copied over
4. Review and send the invoice

**Tip:** Quotes are great for tradies, freelancers, and service businesses where pricing needs approval before work begins.