Quotes

Set a quote to ask for a deposit or staged payments once the customer approves it, and hold scheduling, the work or the final invoice until each one is paid.

Edit a sent quote in place, start a new numbered revision, or withdraw the offer, and know what the customer ends up with each time.

Turn an approved quote into an invoice in one step, then keep editing it, send it, or collect payment right away.

Start a new quote, choose the customer, add the lines and packages you are pricing, then save it as a draft.

Turn on the quote follow-ups in Customer messages, set when each one goes, switch one off for a single quote, and see which quotes are being followed up.

Turn a quote into a signature agreement so the customer approves the price by signing it, instead of only pressing approve on a link.

When a customer accepts or turns down a quote by phone, text or in person, record it on the quote so its status and your win and loss reports stay right.

Send a saved quote to the customer by email or text so they can read it, and approve or decline it from a secure link.

Build more than one set of lines for a quote, pick the one the customer sees, check margins and missing suppliers, and bring lines in from a saved assembly or a spreadsheet.