Who can see and change quotes
The 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.
- Software
- Accounting
- Who can do this
- Business owner, Member
- Updated
Business owner
The Business owner can see every quote and do everything with them.
Member
A Member needs permissions, which the Business owner gives in Settings, Members. Quotes use the same permission as invoices.
- To see the quotes, their totals and their pages, and to download them: Invoicing set to Read.
- To create, change, send, copy and delete quotes, change their status, export the list and turn them into invoices: Invoicing set to Write.
- To add a new client from the quote form: Contacts set to Write as well.
- To change the saved messages in Settings, Quote messages: Invoicing set to Write.
Without the Invoicing permission, Quotes is not in their menu. A button they may not use doesn’t show.
Your clients
They never see your list of quotes. They only see the quotes you send them, through the link in your e-mail. Anyone with this link can open the quote, so share it only with your client.
Common questions
Who gets an e-mail when a quote is accepted?
The Business owner and every Member of your workspace. See How your client accepts or rejects a quote.
Why can't I see Export?
Exporting the list needs Invoicing set to Write. Ask the Business owner of your workspace.