Creating your first quote

Go to Quotes → + New Quote (or use the FAB on mobile).

1. Pick a client from the dropdown (or create a new one inline).
2. Set issue date (defaults to today) and expiry date (defaults to 30 days out).
3. Add line items: description, quantity, unit price. Tax is automatic.
4. Optional: link to a job, add notes and terms.
5. Click Create Quote to save as draft, then Send to email it to the client.

The client receives a professional email with a link to view the quote online. They can Accept or Decline with one click. You get an instant push notification when they respond.

Speed tips

• Pricebook autocomplete: start typing a description and we suggest items from your price book with prices pre-filled.
• AI quote generator: short on time? Click the AI button and describe the job in plain English. AI drafts the line items for you.
• Convert to invoice: once accepted, hit Convert to Invoice to copy all line items into a new invoice.