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