How to send a quote

Write it from your price list, send it, and let the customer accept it on their own page.

Updated 2026-10-14

1. Open Quotes and start a new quote, or press write a quote on a customer's card.
2. Pick lines from your price list. The tax is worked out for you.
3. Send it. The email waits in Reviews for your approval, then goes to the customer.
4. The customer opens their own page and accepts or declines. They do not need to sign in.

An accepted quote becomes a job: choose a date and assign it. See How to schedule a job.