Skip to content

Quotes

Quotes provide your customers with a price that’s guaranteed for a specified period. When the customer accepts or declines the quote, you can update its status. You can also turn a quote into an invoice with just one click.

Want to add a personal touch to the look of your quotes? See Sales settings.

See a list of your quotes via the Sales menu > Quotes.

See expired quotes at a glance

If the Open status is yellow, the quote is past its expiry date.

FAQs