All Collections
Quotes
Setting up and managing quotes
Rename a Quote to Estimate or ProposalHow to rename a Quote to Estimate or Proposal
How do I send a quote to a client?Creating and sending quotes to your clients
How to edit sent/accepted quotesEditing sent/accepted quotes
Convert quotes to invoicesConverting quotes to invoices
Setting up a quote email templateHow to set up a Quote email template
How to archive/activate quotesArchiving/activating quotes
Archive/Activate quotes [Mobile]Archiving/Activating quotes on the mobile app
How to edit sent/accepted quotes [Mobile]Editing sent/accepted quotes via the mobile app
Convert quotes to invoices [Mobile]Converting quotes to invoices on the mobile app
Sending a quote to a client [Mobile]Creating and sending quotes to your clients on the mobile app
Rename a Quote to Estimate or Proposal [Mobile]How to rename a Quote to Estimate or Proposal via the mobile app