Quotes
Create a new quote
“New quote” guides you from selecting a client through quote items to the preview of the completed PDF document.
Open “New quote”
Choose “New quote” in the main application area.
Select a client
Choose a saved client or add a new one, then continue.
Add quote items
Choose services from “Price list” or add custom items. Set quantities, prices and Tax rates for this quote.
Save the quote and open the PDF
Review the summary shown at the bottom of “Quote items”, then choose “Save / PDF”. The quote is saved in “Quote history” and its PDF preview opens.
Related articles
Item, section and whole-quote discounts
Apply discounts to individual items, sections or the whole quote and review the combined discount value.
Create and use quote templates
Save recurring groups of services and add them to a new quote as regular items or as a separate section.
200-item limit for a single quote
See how the quote-item limit works when adding services or templates.
Download, share and print a PDF
Choose the appropriate action in the finished document preview.
Quote history and statuses
Find saved documents and check whether a quote is Saved, Sent, Accepted or Rejected.
Edit a saved quote
Open a quote from history and change its saved items.
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