How to Create a Quote

Quotes (also called estimates or proposals) let you give clients a price before the work starts. When they say yes, you can convert the quote to an invoice instantly.

Step 1 — Open Quotes and Click "New Quote"

Click Quotes in the left navigation, then click + New Quote.

[Screenshot: Quotes section with New Quote button]

Step 2 — Select the Client

Choose the client from the dropdown — or add a new one on the spot.

Step 3 — Add Line Items

Exactly like an invoice — add a description, quantity, and unit price for each item. GST is calculated automatically if applicable.

[Screenshot: Quote form with line items]

Step 4 — Set an Expiry Date (optional)

Set a date after which the quote is no longer valid. This encourages clients to make a decision promptly.

Step 5 — Send the Quote

Click Save & Send to email the quote directly to your client, or download the PDF and send it yourself.

[Screenshot: Quote PDF preview]

Step 6 — Convert to Invoice When Accepted

Once the client approves, open the quote and click Convert to Invoice. All line items, amounts, and client details copy across automatically. Review, set a due date, and send.

[Screenshot: Convert to Invoice button on an accepted quote]

Tip: Mark quotes as Accepted or Declined to keep your pipeline organised and know which jobs are coming up.