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What can we help you with?
Audience: Customer
Module: Finance
Time to complete: 5–10 minutes
Applies to: Paid plans
Quick answer
Quotes allow you to formalize pricing before work begins and convert approved work into invoices later.
Step-by-step
1. Go to the Finance module
2. Select Quotes and create a new quote
3. Add customer details and line items
4. Review totals and tax fields
5. Save the quote
What you should see
A saved quote with:
• Unique reference number
• Customer details
• Itemized pricing
Common mistakes
• Sending quotes without review
• Changing scope without updating the quote
Best practice
Always use quotes for client work to avoid disputes later.
Related articles
• How do I create and manage invoices?
• How does Finance connect to CRM?