Manage quotes

On the Quotes tab or the lead card you can also:

  • Edit or Send a draft.
  • Resend email for a sent quote (same quote, fresh email).
  • Copy link to share the quote page directly, for example by text message.
  • Delete any quote that is not accepted, with a confirmation popup. Accepted quotes are records and cannot be deleted.
  • Invoice an accepted quote in one click (see Turn an accepted quote into an invoice).

Still stuck?

Email us and a person will answer. Include your workspace name, and the quote or invoice number if it is about one.

Email support@houndbell.com