Quotes
Write quotes, send them to your clients, see which ones they accept and turn them into invoices.
7 articles · Last updated Nov 5, 2026
How quotes workA quote offers your client a price before the work. You send it, your client accepts or rejects it online, and you turn an accepted quote into an invoice.Create a quoteIn Quotes, click Add new. Give the quote a name, a number and a date, choose the client, list what you offer, then click Create quote. A new quote is Pending.Send a quote by e-mailOpen the quote and click Send quote. Check the address, the subject and the message, then click Send. Your client gets an e-mail with a link to the quote.How your client accepts or rejects a quoteYour client opens the link in your e-mail and clicks Accept offer or Reject offer. When they accept, you and your team get an e-mail. After the expiration date, they can't answer online.Change the status of a quoteIn the quotes list, click the actions button on the quote and choose Mark as accepted, Mark as pending or Mark as rejected. You can change it at any time.Copy or delete a quoteIn the quotes list, click the actions button on the quote and choose Copy or Delete. A deleted quote is gone for good: it doesn't go to the trash.Who can see and change quotesThe Business owner can do everything with quotes. A Member needs the Invoicing permission. Your clients only see the quotes you send them, through the link.