Create a new quote: Go to Quotes → All Quotes, then click New Quote. You can also use the + button on the upper right part of your dashboard.
Choose or add a client: Select an existing client, or add a new one on the spot. Once saved, the quote is created for them.
Alternatively, you can add the client information in the Clients section.
Add quote details: Fill in items, descriptions, notes, and attach any files.
Send the quote: Click Ready to Send, enter the email details, and hit Send Quote. The client receives it by email.
NOTES:
If the quote is sent via Rounded and the "BCC myself" option is selected, you will receive a copy of the email.
To see how to change the default email that comes with the quote, click HERE.
Remember to download the Rounded mobile app!
