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Quotes

Create professional quotes and proposals to win new business and get approval for project work.

Overview​

The Quotes module allows you to:

  • Create itemized quotes
  • Present professional proposals
  • Track quote status
  • Convert accepted quotes to invoices
  • Win more business

Viewing Quotes​

Navigate to Billing → Quotes to see all quotes.

Quote List​

The list displays:

  • Quote number
  • Client
  • Total amount
  • Status
  • Expiration date
  • Created date

Quote Statuses​

StatusDescription
DraftBeing prepared
SentDelivered to client
ViewedClient has viewed
AcceptedClient approved
DeclinedClient rejected
ExpiredPast expiration date

Creating a Quote​

  1. Click + Create Quote
  2. Select the Client (or create new prospect)
  3. Add line items:
    • Description
    • Quantity
    • Rate
    • Discount (optional)
  4. Set validity period
  5. Add terms and conditions
  6. Add optional notes
  7. Click Save

Quote Line Items​

Item Types​

  • Products - From your product catalog
  • Services - Service offerings
  • Custom - One-off items

Pricing Options​

  • Fixed price per item
  • Quantity-based pricing
  • Discounts (percent or amount)
  • Tax calculation

Quote Detail Page​

  • Quote number and date
  • Client information
  • Validity period

Line Items​

  • Itemized quote items
  • Subtotals and total

Terms​

  • Payment terms
  • Terms and conditions
  • Disclaimers

Activity​

  • View history
  • Client interactions

Sending Quotes​

Email Delivery​

  1. Click Send Quote
  2. Review/customize email
  3. Add personal message
  4. Click Send

PDF Download​

Generate a PDF to:

  • Attach to custom emails
  • Print for in-person meetings
  • Save for records

Client Portal​

Clients can view and accept quotes in the portal.

Quote Acceptance​

When a client accepts:

  1. Quote status updates to "Accepted"
  2. Notification sent to you
  3. Quote can be converted to invoice

Conversion to Invoice​

  1. Open accepted quote
  2. Click Convert to Invoice
  3. Review invoice details
  4. Save/send invoice

Quote Templates​

Create templates for common quotes:

  • Standard service packages
  • Common project types
  • Frequently quoted items

Save time by starting from templates.

Proposal Features​

Enhance quotes with:

  • Cover letter
  • Company introduction
  • Project scope
  • Timeline
  • Team bios
  • Case studies

Best Practices​

  1. Quote promptly - Respond quickly to requests
  2. Be specific - Detail what's included (and excluded)
  3. Set expiration - Create urgency
  4. Follow up - Don't let quotes go cold
  5. Track win rate - Monitor conversion
  6. Use templates - Speed up common quotes