Quotes

Setting up and managing quotes

6 articles in this collection
Written by Oliver Garside and Michelle Lota

How to edit sent/accepted quotes

Editing sent/accepted quotes

Written by Michelle Lota
Updated over a week ago

How do I send a quote to a client?

Creating and sending quotes to your clients

Written by Oliver Garside
Updated over a week ago

Rename a Quote to Estimate or Proposal

How to rename a Quote to Estimate or Proposal

Written by Michelle Lota
Updated over a week ago

Convert quotes to invoices

Converting quotes to invoices

Written by Michelle Lota
Updated over a week ago

Setting up a quote email template

How to set up a Quote email template

Written by Oliver Garside
Updated over a week ago

How to archive/activate quotes

Archiving/activating quotes

Written by Michelle Lota
Updated over a week ago