Quotes
Build quotes and get them approved online.
- Create a Quote Build a quote on a blank document page, price the work, and send it to the customer.
- Send a Quote to a Customer Email a quote, see when the customer opens it, and resend it after a change.
- How a Customer Approves a Quote Set the signature requirement and see what each customer response records.
- Convert an Accepted Quote Into an Invoice Turn an accepted quote into an invoice that reaches the customer with its lines intact.
- Find and Manage Quotes Search the quotes list, read where each quote stands, and act on it from its row.
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