Creating Professional Quotes

Win more work with professional, detailed quotes.

When to Use Quotes

• New client inquiries
• Fixed-price projects
• Project proposals
• Price estimates

Creating a Quote

1. Go to Quotes > New Quote
2. Select or add client
3. Add line items with descriptions
4. Set valid until date
5. Send to client

Quote Sections

Line Items

• Service description
• Quantity and rate
• Subtotal per item

Terms and Conditions

Include:

• Scope of work
• Payment terms
• Delivery timeline
• What's not included

Valid Until Date

Set expiry date (typically 30 days) to create urgency.

Sending Quotes

Click Send Quote to email directly to client with:

• Quote PDF attached
• Online viewing link
• Accept/Reject buttons

Best Practices

1. Be specific: Detail exactly what's included
2. Break it down: Itemize services clearly
3. Add options: Offer different tiers
4. Set deadline: Valid until date
5. Follow up: Chase after 3-5 days