Quotes capture proposed pricing before you issue a formal invoice. See how to send a quote, how to accept a quote, and how to convert a quote to invoice.
Open the quote editor
- Expand Sales in the left navigation.
- Select Quotes and then New quote.
Add customer and lines
- Choose the customer or enter client details for the quote.
- Set issue date and valid-until date.
- Add products or services with quantities, prices, and VAT.
Save or send
- Select New quote to save the draft.
- Review totals and send the quote when the customer should approve pricing.
- Convert accepted quotes to invoices without re-entering line items.