Create a quote
Send a price estimate before doing the work.
A quote (or estimate) tells a customer what something will cost before they commit. It doesn't affect your accounts until it's accepted.
What you'll do
Send a price estimate to a customer.
- 1Open Quotes from the menu to create an estimate you can later turn into an invoice.On a computer
On your phone
The Quotes screen.
Tip
Add optional line items so customers can choose extras — it often increases the order value.
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