Quotes

Quotes Filter and search quotes The Quotes list includes search, filters, and sorting so you can quickly find the quote you need. Search Use the Search box… Quotes Convert an accepted quote Once a customer accepts a quote, you can turn it into the next step of your work: a project, an invoice, or… Quotes Send a quote to a customer When a quote is ready, you can email it to the customer and track their response. This article covers sending, resending, and… Quotes Edit, duplicate, or delete a quote You can update a quote's details and line items while it is still open. This article covers editing, duplicating, and deleting quotes.… Quotes Create a quote Creating a quote lets you assemble a priced proposal for a customer. Follow these steps to build one from scratch. Before you… Quotes Quotes overview Quotes let you put together a priced proposal for a customer, send it for approval, and turn an accepted quote into the…