Quotes
Quotes OverviewUnderstand the quoting workflow from creation to acceptance to job conversion.Create a QuoteBuild a quote with products, pricing, and terms.Quote StatusesHow statuses work, recommended status sets, and how to use filters.Send and Track QuotesSend to the client and manage quote status.Quote Templates (Email & Document)Create a consistent quoting experience with templates and standard wording.Quote Versions & RevisionsHow to revise quotes safely after sending and keep a clean audit trail.Client Acceptance (Private Link)How client accept/decline works, what to do after acceptance, and common issues.Quote Follow-ups (Process & Scripts)A practical follow-up system to increase acceptance rates.Quote Files & AttachmentsAttach supporting documents and keep your quoting evidence organised.Convert a Quote to a JobTurn accepted quotes into operational jobs.Quote TroubleshootingFix common quote issues: totals, emails, acceptance links, and workflow gaps.