A quote (some call it an estimate) is a priced offer, not a bill. It says "here's what the job will cost" and asks your customer to agree before any work starts — nobody owes anything until they accept and you invoice.
Reach for one whenever a customer asks "what will this cost?" — a paint job, a catering order, a month of consulting. Putting the price in writing protects both of you: the customer knows exactly what they're agreeing to, and you have something to point at if the scope grows. And the moment a quote is accepted, it becomes an invoice in one click, with nothing retyped. Quote well and the invoice writes itself.
Draft a quote
Head to Sales → Create → Quote (or press N, then Q) and take it from there — pick your customer at the top, add your line items, quantities and prices, and set the quote date and the date it expires. You can also start one from the customer themselves: open them under Customers and click Create → Quote.
The expiry date does real work: once it passes, an unanswered quote shows as Expired in your Sales list, so an old price never looks like a live offer.
Send it
Click Send. Check the email address, tweak the message if you like, and send — or use Download PDF or the WhatsApp button from the same window.
If you sent the quote some other way, click ··· → Mark as sent.
Record the answer
Recording the yes or no is the step most people skip — and it's what keeps your pipeline honest.
- Open the quote.
- On the Status panel, click Mark as accepted.
- To record a no, open the ··· next to that button and click Mark as rejected.
You can also use the quote's ··· menu → Accept / Reject, which lets you set the date they decided. The quote then shows Quote accepted on <date> or Quote rejected on <date>. Click Status to change it later.
Turn an accepted quote into an invoice
Open the accepted quote and click Invoice on the Status panel — the button appears once the quote is accepted. (··· → Invoice converts a quote at any point.) The customer, line items and prices carry across, so there is nothing to retype — check the dates on the new invoice, then send it.
Tip: Click ··· → Duplicate… to reuse a quote for a similar job — the fastest way to price repeat work.