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Quotes
Quotes
Setting up and managing quotes
6 articles in this collection
Written by
Oliver Garside
and
Michelle
How do I send a quote to a client?
Creating and sending quotes to your clients
Written by
Oliver Garside
Updated this week
Convert quotes to invoices
Converting quotes to invoices
Written by
Michelle
Updated this week
How to edit sent/accepted quotes
Editing sent/accepted quotes
Written by
Michelle
Updated over a week ago
Rename a Quote to Estimate or Proposal
How to rename a Quote to Estimate or Proposal
Written by
Michelle
Updated this week
Setting up a quote email template
How to set up a Quote email template
Written by
Oliver Garside
Updated this week
How to archive/activate quotes
Archiving/activating quotes
Written by
Michelle
Updated this week