Creating a quote
To create a new quote, go to Quotes in the sidebar and click Create Quote, or use the global + Create button at the top of the page.
Choose a client
Pick who the quote is for:
- Existing: choose a client from the dropdown. All of the client's contacts are selected to receive the quote, and you can untick any of them.
- NewClient: create a client on the spot by entering their name, the contact's first name, last name and email address. The client is saved when you save the quote.
Quote details
| Field | Required | Description |
|---|---|---|
| Quote # | Auto | Generated from your numbering settings. Click the pencil icon to change it for this quote. |
| Valid for | Yes | How long the quote stays valid: No expiry, 7 days, 14 days, 30 days, 60 days, 90 days or Custom date. Defaults to No expiry. |
| Valid until | Only for Custom date | The last day the quote is valid. Filled in for you when you choose a period, and hidden when you choose No expiry. |
| Discount | No | A quote-wide discount, as a percentage or a fixed amount. |
A period counts from the day you choose it. For example, choosing 30 days on 6 November sets Valid until to 6 December. To pick a different date, choose Custom date and set Valid until yourself.
Once the Valid until date has passed, a sent quote expires automatically. See Quote expiry.
Line items
Every quote needs at least one line item. Click Add Item to add a row, then fill in the item, its price, quantity and, optionally, a tax rate. The totals in the summary update as you type.
Tax is applied per line item, so different lines can carry different tax rates. Tax rates are managed under Taxes.
Terms and notes
Expand Terms & Notes at the bottom of the form to add them:
- Terms appear on the quote and are visible to the client.
- Notes are for your own records. They are not shown to the client.
Saving the quote
Open the dropdown next to Save as Draft to see every save option:
| Option | What it does |
|---|---|
| Save as Draft | Saves the quote with the Draft status. You can keep editing it. |
| Publish | Saves the quote and marks it Pending, without emailing it. |
| Save and Send | Saves the quote, marks it Pending and emails it to the selected contacts. |
When you edit an existing quote, the main button is Update, with the same Publish and Save and Send options in its dropdown.