Rounded Help Center
Go to Rounded
All Collections
Quotes

Quotes

Setting up and managing quotes

Oliver Garside avatar Michelle Lota avatar
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
Oliver Garside avatar
Written by Oliver Garside
Updated over a week ago

Convert quotes to invoices

Converting quotes to invoices
Michelle Lota avatar
Written by Michelle Lota
Updated over a week ago

How to edit sent/accepted quotes

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

Setting up a quote email template

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

How to archive/activate quotes

Archiving/activating quotes
Michelle Lota avatar
Written by Michelle Lota
Updated over a week ago
Rounded Help Center
  • Rounded Website
Intercom We run on Intercom