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How to Create and Send a Quote

Creating and sending a Quote allows your customer to receive an pricing estimate and details related to the services and/or products your company is offering. This article shows you how to create a quote for your customers. 

Follow the steps below to create a new quote and send to a customer:

1. Click the Payments tab from the top menu.

2. Click the Quotes button in the left menu.

3. To create a quote, click the green NEW QUOTE button or you can also click the + to the right of Quotes on the left menu.

4. On the new quote, complete the necessary fields:

Select the designated customer from the Customer drop-down.

Note: New customers can be added using the ADD NEW link to the right of the Customer drop down field. You can also add new customers from the Customer link on the left menu. Details can be found in this article: How to Create New Customer Records.

Enter the line items for this quote, including the item, description, unit price, quantity and tax (if applicable). Note that the items in the catalog will automatically appear when typing in the Item field. Click the NEW LINE button to add additional lines.

 

Note: New Catalog items can be added while entering items on an invoice. You can also add and organize catalog items directly catalog for ongoing use in quotes and invoices. Details can be found in this article: How to Manage Catalog Items.




5. Update any additional settings for the quote, such as the payment terms, customer reminder, and additional notes. When ready, select the option to either SAVE, SAVE & SEND or SAVE & NEW.

SAVE: This will save the quote (does not send) and will bring you back to the main quotes screen.

SAVE & SEND: This option will save and send the quote to the email address for the selected customer.

SAVE & NEW: This option will save the current quote (does not send) and will bring you to a blank new quote. This is useful for entering multiple quotes before sending.

6. If you choose to SAVE & SEND, then you will be prompted to confirm that you want to send the quote. Click SEND. Once the customer accepts the quote, you can refer to the article How To Convert Quotes to Invoices in order to submit an invoice to a customer for payment.

 

7. If you chose the SAVE or SAVE & NEW, you will need to send the quote(s) as a next step. When viewing the quotes, hover over the 3 dots at the far right of the designated quote and click SEND. You will then be prompted to confirm that you want to send the quote. Click SEND

Note: Once the customer accepts the quote, you can refer to the article How To Convert Quotes to Invoices in order to submit an invoice to a customer for payment.

 

What a customer receives when you send a quote 

1. Your customer will receive an email with the following information

They should click the VIEW QUOTE button/link to view the quote in their browser

2. Your customer has two options when viewing the quote provided:

  • ACCEPT: When your customer clicks this option, they will accept the quote and you can then proceed to convert the quote to an invoice. Refer to the article How To Convert Quotes to Invoices for the steps to convert a quote to an invoice and submit to a customer for payment.
  • REPLY WITH CHANGES: When your customer clicks this option, they will be able to communicate any requested changes back to you. You will then be able to revise the quote and resend.