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Managing Your Quote

After creating a quote, select it to open the preview screen. You'll see how your client will view the quote on the left, and management options on the right.

Convert to Invoice​

A quote that has been accepted can be converted to an invoice.

Draft Quote​

For draft quote, you can:

  • Configure email delivery settings
  • Add attachments to be included with the invoice
  • Change the associated brand

Draft quote doesn't have a shared link available.

Sent Quote​

Once an quote is sent, you can view its history, manage emails and add or remove attachments.

Editing Quote​

You can only edit the quote in "Draft" status directly. To edit a sent quote, set it to draft mode, make your changes, then save.

caution

In draft mode previous share links will not work until the quote is back into sent status

Additional Actions​

You can print, duplicate, or delete the quote as needed. Deletion is available from the quote list.

Best Practices for Quotes​

Regularly review your quote statuses and double-check changes before saving edited quote. Be cautious when changing dates on the quote with existing payments to maintain accurate records and ensure smooth transactions with your clients.