A Quote sets out the work, price and terms you offer the Customer. Review the document before sending, then keep the Customer’s response with the version they received.
1. Create the draft
From the Project’s Quotes tab, choose Add quote, enter what it is for and create the draft.
From the Quotes list, choose New quote. Enter the Quote name, choose the Customer, then their Project. New customer and New project let you add the missing records in the same form. Review any template or previous Quote you select.
2. Edit the paper
Enter the scope, line descriptions, quantities and prices. Review the charging terms, Customer notes, recipient details and validity date. Changes save as you work.
An Estimate is your cost calculation. Check the Customer-facing wording and selling prices even when you started from one.
3. Send the offer
Choose Send Quote to review the prepared version and recipient, then confirm Send Quote. Use Preview Quote from the actions menu when you want to inspect the document separately.
Check the delivery result. Use Share Quote where available for the document’s other sharing options.
4. Record the response
The Customer can respond through their link. Acceptance records their name, signature and the version agreed. They can also decline.
If they respond another way, use the Quote’s accepted or declined action and provide the requested details. Use Withdraw Quote when you are withdrawing an offer.
5. Continue or amend the work
Open the linked Project and add Visits when you are ready to schedule. Acceptance does not book an attendance or move a Lead’s stage automatically.
Use Revise Quote when a sent or accepted Quote needs amendment. The earlier agreement remains in the history. Acceptance does not prevent further agreements, Variations or Invoices on the Project.
If saving or sending fails
Keep the Quote open, retry the existing action and check its saved version and delivery result. Review the current document if someone else changed it before you send.