Create a quote

Quotes are the starting point for most jobs — line items, totals, and a polished PDF for your client.

1. From the dashboard, open Quotes → New quote.
2. Select a client (or add one inline).
3. Add line items — description, quantity, rate. Use your catalog if you've saved products.
4. Set tax and notes if needed. The total updates automatically.
5. Click Save. Preview the PDF from the quote detail page.

Tips

• Use clear line item names — clients approve faster when they understand each charge.
• Save frequently used items to your Catalog to speed up future quotes.