DocsQuotes
Creating Quotes
Generate professional quotes and proposals for potential work.
Creating Quotes
Quotes help you propose work to clients before starting. They can be converted to invoices once approved.
Creating a Quote
- Go to Quotes and click Create Quote
- Select or create a client
- Add line items:
- Service description
- Estimated hours or fixed price
- Rate
- Set expiry date
- Add terms and conditions
- Click Create
Quote vs Invoice
| Feature | Quote | Invoice |
|---|---|---|
| Purpose | Proposal | Bill |
| Binding | No | Yes |
| Expiry | Has expiry date | Has due date |
| Status | Pending/Accepted/Rejected | Draft/Sent/Paid |
Quote Statuses
- Draft: Still being edited
- Sent: Delivered to client
- Accepted: Client approved
- Rejected: Client declined
- Expired: Past expiry date
Converting to Invoice
When a quote is accepted:
- Open the quote
- Click Convert to Invoice
- Review the new invoice
- Send to client for payment