Create and send a quote

Quotes help customers approve proposed work before an invoice is created.

What this feature is for

• Quotes help customers approve proposed work before an invoice is created.

When to use it

• You need customer acceptance before billing.
• Pricing, scope, or timing needs approval.

Do it manually

1. Open Money.
2. Create a quote.
3. Add customer, scope, price, terms, and expiration if needed.
4. Preview the quote and portal link.
5. Send after confirming details.

Ask Faster AI

Draft a quote for [customer] for [scope and amount]. Include terms and ask me to review before sending.

Review before saving or publishing

• Confirm the customer, amount, due date, tax, discount, and payment terms.
• Preview customer-facing links before sending them.
• Record refunds, credits, and manual payments only after checking the latest balance.

Common mistakes and fixes

• If a document will not send, check that payment setup and customer email are complete.
• If the balance looks wrong, reopen the document detail and refresh payment applications.
• If a payment event is delayed, review Money outbox status before creating a duplicate action.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of create and send a quote.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Convert a quote to an invoice
• Copy and open customer portal links