How do I create a quote?
You can create a new quote from the Quotes section in your account. Just select Create quote (blue button at top right of page), enter the job details and add any items or services you’d like to include.
Can I duplicate or copy a previous quote?
No, at this time quotes can’t be duplicated. To create a new quote, you’ll need to enter the details manually. (Tip: you can save time by setting up your Pricebooks for commonly used items or services in your account so they’re easy to add.)
Can I add my company logo or branding to quotes?
Absolutely. You can upload your company logo and business details under Business Settings > Branding so they appear on all quotes you send.
Can I attach photos, documents or notes to quotes?
Yes. When creating or editing a quote, you’ll have the option to upload photos, attach documents or add notes.
Can I add taxes, fees or discounts to quotes?
Yes. You can include taxes, service fees, or discounts directly in the quote. Just add them when building your “Line Items” and “Line Item Subtotals” so they’re reflected in the total.
How do I preview a quote before I send it?
From the quote screen, select Preview as customer (at the bottom of the page) to see exactly how it will look to your customer before sending.
Can I send a quote directly to a customer from the system?
Yes. Once your quote is ready, you can send it to a recipient via text or email by selecting Save and send invoice.
How do I edit or update an existing quote?
Open the quote you’d like to change and select Edit quote. Make your updates, then save and the new version will be ready to share.
Can I convert a quote into a work order or invoice?
Yes. Once a customer accepts a quote, you can convert it directly into a work order or invoice so you don’t have to re-enter the details.
How do I track whether a customer has view or accepted a quote?
At this time, the system doesn’t track when a customer views or accepts a quote. You’ll need to reach out to your customer directly to confirm their status. You can Mark quote as approved, rejected or Awaiting response.
Can customers approve quotes electronically?
No, customers can’t approve quotes electronically at this time. You’ll need to confirm their approval directly, either by phone, email, or another agreed‑upon method.
How do I withdraw or cancel a quote?
Open the quote you’d like to cancel and select More > Delete quote or Mark quote as > Rejected.
Can I report on or export my quotes for record-keeping?
Yes. You can run reports on your quotes and export them to Excel or PDF for record-keeping. Go to Quotes and select “Export CSV.”
Can I save or reuse standard pricing items in future quotes?
Yes. You can create and save standard items or services under Pricebooks so they’re easy to add to future quotes.
Can I set up a quote template for common jobs?
Yes. You can build templates with pre-filled services, pricing and terms to quickly create quotes for common jobs. Under Quotes > Quote templates > My Customers > Create templates.
Is there a way to apply different pricing for specific customers or jobs?
Yes. You can set custom pricing or adjust line items as needed for individual customers or specific jobs. We recommend creating specific templates or Pricebooks.
Can I add terms and conditions to a quote?
Yes. You can include an optional disclaimer or terms and conditions directly in the quote so customers see them before accepting.