How to create and manage quotes

Quotes let you share pricing before issuing a formal invoice. See how to create a quote, how to send a quote, and how to convert a quote to invoice.

Open quotes

1. Expand Sales in the left navigation.
2. Select Quotes.
3. Review status tabs such as draft, sent, accepted, and converted.

Create a quote

1. Select New quote.
2. Choose the customer and add line items, VAT, and optional terms.
3. Save the quote as a draft while you finish the details.
4. Send the quote when the customer should review it.

After sending

1. Mark a quote as Accepted or Rejected when the customer responds.
2. Use Convert to invoice on sent or accepted quotes to create a draft invoice.
3. Open the converted invoice to issue and send it like any other bill.