Quotes

Propose work, then convert accepted quotes into invoices.

Overview

Quotes let you price work before you bill it. Send a quote, track whether the client approved or declined it, and convert an approved quote into an invoice with one action.

Workflow

Create a quote like an invoice — client, line items, tax, expiry date. When the client accepts (via email or the portal), convert it to an invoice and continue the normal billing flow.

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