Quotes
Quotes are price offers you send to a contact. They use services from your catalog and a currency you have configured.
Quotes list
Open Quotes Management. Search and filter by status. Open a quote to review line items and send it when your process is ready.
Create a quote
- Click Create if you have permission.
- Select the customer (contact) and currency.
- Add services or line items and quantities.
- Save as draft, then send when SMTP and mail triggers are working.
After a quote is accepted
Many teams continue with a formal proposal or mark the lead as won. Use the workflow your manager defines.