Quotes
Creating a Quote
A quote is a price you offer a customer before they say yes. You pick the client, add line items,...
Sending a Quote
Open the quote you want to send. At the top, open the Actions menu (not Other). Click Email. Imp...
Converting a Quote Into an Invoice
When the customer is ready, you can turn a quote into an invoice. That copies the lines and total...
Copying a Quote
Copying makes a new quote with the same lines and amounts. Use it when you want to repeat a simil...
Attaching Files to a Quote
You can add files to a quote so your team has specs, photos, or contracts in one place. Examples ...