Send a quote

Make the quote

1. Open Sales from the rail, then Quotes, and choose New.
2. Enter a Quote Title and pick the customer's Company.
3. Pick the Quote Date.
4. Under Lines, choose Add line, pick the Product, and enter the Unit Price and Quantity. The total adds itself up.
5. Choose Create Quote.

The quote is saved as a draft.

Check it and send it

The bar at the top of the quote shows its steps. The first is a check: someone looks at the price and margin before the quote goes out.

1. Choose Complete Sales checks price and margin. (Your check may have another name: the bar shows the steps of your business.)
2. Choose Send, then Send again to confirm.

Send marks the quote as sent. To get it to your customer, choose Print to download it, or Share link to email them a link they can open without an account.

When the customer says yes

1. Click the status next to the quote's name (Sent).
2. Under Move to, choose Accept Quote, then confirm.

If you sent a link, the customer can accept it themselves. Accepting holds the stock for this customer.

Next: Make the order.