Quotes help set clear expectations before starting a job by outlining pricing, scope and terms. Once approved, they can be converted into invoices with one click, reducing manual work.

Creating a quote

1. Go to Quotes and click New quote.
   All previously created quotes appear on the left side of the screen.
2. The editor will open.
   Add the required details such as customer information, items and pricing.
   Use the settings panel on the right to adjust currency, language or layout.
   When everything looks correct, click Next to preview the quote.
3. Select Approve and send to send the quote, or Save as draft if you want to continue later.
   Use Go back to return to the editor and make changes.

If a description field contains more than 8 lines, any text beyond line 8 will be cut off in the final document.

To avoid this, use multiple shorter description fields instead of a single long one.

Converting a quote into an invoice

After your customer approves the quote, you can convert it into an invoice.

• Select the quote
• Click Convert to invoice
• The invoice editor will open so you can review and adjust the details before sending

For more information on invoicing, see our guide on creating and sending invoices.