How to Create a New Quote
Create professional estimates, manage discounts and taxes, and communicate effectively with your clients.
Starting a Quote
You can start a new quote from multiple locations:
- Quick Create: From the main menu bar.
- Client Page: Using the "More Actions" button.
- Quotes Page: Using the "+ New Quote" button.
Quote Basics
A field for your records only—your client won't see this.
Select the client first. If they have multiple addresses, you'll be prompted to choose one.
The Issue Date is set automatically. You can configure Expiry Dates in your Settings.
Services & Products
Add items from your predefined service list or create new ones on the fly.
Toggle between tax-inclusive or tax-exclusive pricing based on your region.
Apply a flat amount or a percentage discount to the total.
Communication
- Client Message: A personal note that appears directly on the quote.
- Disclaimer: Use this for terms and conditions, payment responsibilities, and job expectations.
- Internal Note: Private notes for your team that aren't visible to the client.
Sending & Approval
Save as a draft or approve and send via Email or SMS. Clients can view, accept, decline, or message you directly through the secure link.
Did you know?
When a client approves a quote, you can convert it into a Job with a single click. All service details and client info will be automatically transferred!
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