Quotes

Create and send a quote Create a quote for a proposed service or offer, review it with the customer, and send it before converting to an invoice. › Revise a quote before sending Update draft quote scope, price, terms, or expiration before it becomes customer-facing. › Track quote acceptance Follow quote status from draft to sent, accepted, rejected, expired, or converted so sales and billing stay aligned. › Convert a quote to an invoice Turn an accepted quote into an invoice while preserving scope, customer context, and review control. ›