How to send a quote to a customer

Updated recently

Who can use this?

Platform

Web

Plan

All plans

Permissions

Quotes + Send

Topic

We'll walk through building a quote and sending it to your customer as a branded PDF — with a link they can open, accept or decline online.

1
Open Quotes from the sidebar and click New quote.
Pick the client (or add a new one) and give the quote a title.
2
Add your line items.
Type them in, or pull parts and labour rates straight from your price book — totals and GST calculate automatically.
3
Review the totals and terms.
Your business details, logo and GST number appear on the PDF letterhead.
4
Click Email, check the recipient and message, then send.
The customer gets a branded PDF plus a link to view, accept or decline the quote online.

Once you send a quote its status changes to 'sent', and the document history records when it was emailed and to whom.

You can also download the PDF to print or attach elsewhere using the PDF button.

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