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New Quote

Build an estimate with the right customer, scope, prices and dates before sending it.

In the CRM: Quotes & Invoices → New Quote

Enter the customer and dates

Selecting a contact attaches that CRM record. Typing a new name does not by itself create a new CRM contact. Detach removes the contact link; check the visible billing fields afterward.

The actual new-quote form with an unsaved example customer. Select the image to enlarge it.
  1. Open Quotes & Invoices → New Quote. If you want a template, select it before entering your own line items; selection applies its content immediately.
  2. Set the issue date, optional expiry date and currency. Check the dates before continuing.
  3. In Bill To, type a customer name, email or phone number. Select a matching lead or client to attach it, or use the typed name for a standalone customer. Review the resulting email, phone and address.

Build and review the line items

Two example hours at $125 each give a $250 total before any discount or tax. Select the image to enlarge it.
  1. Add the work or products using Add Row or From Catalog. Set each quantity, unit price, discount percentage and tax percentage.
  2. Use Add Section to group related items. Drag the row handles to reorder items, then check the totals.
  3. Complete any required custom or template fields. Review Notes, Terms & Conditions and the signature choice.
Build and review the line items
ControlUse it for
From CatalogInsert a reusable product or service, then review its copied values.
Add RowEnter an item directly on this quote.
Add SectionGroup related rows under a heading.
Bookmark iconSave a line to the reusable catalog. This is a separate save from saving the quote.
Trash icon on a rowRemove that line from the document you are editing.

Save, then send

  1. Select Save Draft for review. Wait for the saved document to open, then verify its number, customer and total.
  2. If you already shared the quote through another channel, Save & Mark Sent can save it with the Sent status. That button does not send email.
  3. To email it, open the saved quote, verify the recipient and use Email to Customer. Confirm the action and check its result.

If saving needs attention

A customer name and at least one valid line item are required. Complete any required fields and read the specific error. Check dates and numeric values rather than removing information at random.

If a save was interrupted, look for the document in My Quotes before submitting a second new quote. For an edit conflict, reopen the latest version and review your changes.