All Collections
Quotes
Setting up and managing quotes


How do I send a quote to a client?Creating and sending quotes to your clients
Convert quotes to invoicesConverting quotes to invoices
How to edit sent/accepted quotesEditing sent/accepted quotes
Rename a Quote to Estimate or ProposalHow to rename a Quote to Estimate or Proposal
Setting up a quote email templateHow to set up a Quote email template
How to archive/activate quotesArchiving/activating quotes