On desktop? Click HERE for the desktop help article.
Create and send a quote
1) Open the mobile app and log in
2) Tap the Quote button
3) Tap and choose a client to create a new quote.
If there’s a need to create a new client as part of making the quote, tap New client
For more information on manually adding a new client, tap HERE.
4) Tap the down arrow to edit information
Edit client details
Add or include GST
Date quote is issued
Valid until date
Quote number
5) Fill in the quote details
Description
Items
- Add items manually
- or choose line item templates by tapping Selectand select the line item
To add line item templates, tap HERE.
Discount when applicable
To add a discount, tap HERE.
6) Attach any files or documents relevant to the quote
7) When the quote is ready to be sent, tap Ready to Send
8) Tap the Send to field to add the client’s email address, edit the message as required, then tap Send when the quote is ready.
If the BCC me option is ticked, you will receive a copy of this quote via email if you’re using Rounded to send your quotes. If you’re using your own Gmail account to send quotes, the BCC me option will not be available, but a copy of the email will be in the Sent folder in your Gmail account.
To send a previously created draft quote
1) Tap More
2) Tap Quotes
3) Tap the quote to be sent under Draft
4) Follow steps 4 - 8 for sending the quote.
Have you seen Rounded on desktop? Log in via app.rounded.io on your desktop browser to take a look!