Quotes & Estimates

Pre-sales pricing documents that convert to invoices when accepted.

Why use quotes?

A quote (or estimate) is what you send a client BEFORE doing the work, to agree on price and scope. Once they say yes, you do the work and turn the quote into an invoice with one click.

Quotes look identical to invoices but are clearly labeled "QUOTE" instead of "INVOICE" — and they don't appear in your "amount owed" or revenue stats until they convert.

Creating a quote

Sidebar → Quotes → + New Quote. Same editor as invoices, but the document type is "quote." Use the prefix QUO- by default.

Converting a quote to an invoice

Open the quote → click Convert to Invoice. A new invoice draft is created with all the same line items, customer, and amounts. The original quote is preserved for your records.

Quote-specific note

Use the Footer note tab to add quote terms like:
"This quote is valid for 30 days from the date of issue. To accept, reply to confirm or sign and return."