Creating and Managing Quotes

Quotes let you propose work to clients before starting a project. Create detailed quotes with line items, terms, and conditions, then convert accepted quotes into projects and invoices. Quotes are available on the Pro plan.

Create a quote

1. Go to Quotes in the sidebar.
2. Click New Quote.
3. Select a client.
4. Set the quote date and valid until date.
5. Add line items:
   • Description of the work
   • Quantity and unit price
   • Each line item's total is calculated automatically
6. Add optional notes or terms and conditions.
7. Click Save as Draft.

Send a quote

1. Open the draft quote.
2. Click Send.
3. Review the recipient email.
4. Click Send Quote.

The client receives an email with a link to view the quote online and download it as a PDF.

Quote statuses

• Draft — Not yet sent. Freely editable.
• Sent — Delivered to the client.
• Accepted — Client has accepted the quote.
• Declined — Client has declined.
• Expired — Past the "valid until" date without a response.

Edit a quote

Draft quotes can be edited freely. Sent quotes can only be revised by creating a new version (see Quote Versioning).

Tip: Set realistic "valid until" dates. Expired quotes signal to clients that they need to act or request a refreshed proposal.