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Quotes

Quotes

Setting up and managing quotes

Oliver Garside avatar Michelle avatar
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
Oliver Garside avatar
Written by Oliver Garside
Updated this week

Convert quotes to invoices

Converting quotes to invoices
Michelle avatar
Written by Michelle
Updated this week

How to edit sent/accepted quotes

Editing sent/accepted quotes
Michelle avatar
Written by Michelle
Updated over a week ago

Rename a Quote to Estimate or Proposal

How to rename a Quote to Estimate or Proposal
Michelle avatar
Written by Michelle
Updated this week

Setting up a quote email template

How to set up a Quote email template
Oliver Garside avatar
Written by Oliver Garside
Updated this week

How to archive/activate quotes

Archiving/activating quotes
Michelle avatar
Written by Michelle
Updated this week
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