Send a quote

Step 1: In the left menu, click “Money” to open the group.

Opens“Search”, “Invoices”, “Estimates”, “Quotes”, “Expenses”, “Bills” and more.

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Step 2: Click “Quotes”.

OpensThe “Quotes” page: every quote, its client and its status.

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Step 3: At the top right, click “New Quote”.

OpensThe “New Quote” page.

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Step 4: Type a “Title” (marker 1) the client will recognise, such as the job and the site. “Customer message” (marker 2) is what the client reads on the page where they accept.

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Step 5: In “Find existing client” (marker 1), type the client's name and pick them; their details fill in below. A new client? Type their name and “Email” (marker 2) instead.

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Step 6: Under “Job Details”, pick the kind of work and how much of it, then click “Calculate” (marker 1). It fills in the line items from your rates.

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Step 7: Anything else to charge for? Click “Add line item” (marker 1) for each extra line, or pick one from “Add from your saved products”.

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Step 8: Set “Valid until” (marker 1), the last day the client can accept, and “Tax rate (%)” (marker 2) if you charge tax.

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Step 9: At the top right, click “Save”.

OpensThe quote's own page, as a “draft”.

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Step 10: On the quote, click “Send Email”.

OpensNothing to open: the client gets an email with a link to read and accept the quote. Its status reads “sent”.

Step 11: Rather text it yourself? On a sent quote, “Copy accept link” (marker 1) copies the client's accept page to paste anywhere.

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Step 12: When the client accepts, the quote reads “accepted”: click “Generate Contract”.

OpensThe contract made from the quote, ready for the client to sign. The quote links to it from then on.