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Quotes
Quotes
Setting up and managing quotes
6 articles in this collection
Written by
Oliver Garside
and
Michelle Lota
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
Convert quotes to invoices
Converting quotes to invoices
Written by
Michelle Lota
Updated over a week ago
How to edit sent/accepted quotes
Editing sent/accepted quotes
Written by
Michelle Lota
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
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