Quotes
Pricing proposals, e-signatures, and accepted work.
How-to guides 2
- Create, price, and send a quoteCreate a quote, add product or custom lines, set commercial terms, review totals, and send the public signature link.
- Handle accepted quotes, invoices, and revisionsChoose the acceptance-to-invoice rule, understand deal-linked handoff, duplicate proposals for revisions, and void obsolete links.