How To: Send a Quote and Convert It to an Invoice

Goal

Create a professional quote for a customer, share it for approval, and convert it to an invoice once accepted.

Steps

Step 1: Create the Quote

1. Go to Quotes in the sidebar
2. Click "Add Quote"
3. Fill in: title, contact, company, valid-until date
4. Add line items from the product catalog:
5. Select a product → quantity → the price auto-fills
6. Adjust discounts if needed
7. Add custom line items for special services
8. Review the total and save

Step 2: Share with the Customer

1. Open the quote
2. Click "Share" or "Copy Link"
3. A public link is generated — the customer can view the quote without logging in
4. Send the link via email or your preferred channel

Step 3: Convert to Invoice

Once the customer approves:

1. Open the quote
2. Click "Create Invoice"
3. All line items, pricing, and contact details automatically transfer
4. Review the invoice and adjust payment terms if needed
5. Save and send the invoice

Quote Statuses

• Draft: Still being prepared
• Sent: Shared with the customer
• Accepted: Customer has approved
• Rejected: Customer declined
• Expired: Past the valid-until date

Tips

• Use quote templates to save time on recurring quotes
• Quotes can also be converted to Orders and Contracts
• The public quote view shows your company branding and logo