Create and send a quote

Two ways to start:

• On the Quotes & Invoices page (Quotes tab), click + New quote, then pick the client in the “Who is this quote for?” search.
• Or open any lead’s card and click + New quote in its Quotes section.

The quote builder:

1. Line items: describe the work, set quantity and price. Click + Add line for more rows. The lead’s service and value pre-fill the first line. The total updates as you type.
2. Notes for the client: optional, shown on the quote. What’s included, scheduling, terms.
3. Valid until: optional expiration date. After it passes, an unanswered quote shows as Expired and can no longer be accepted.
4. Click Send quote to email it to the client now, or Save draft to finish later. Drafts are private until sent.

The client gets a branded email with your logo, the itemized quote, and a View and accept your quote button. Replies to the email go straight to your inbox.