Sales & customers

Create and send a quote

Price custom work from your products, send a link, and turn it into an invoice when they say yes.

4 min read 4 steps 2 screenshots

When you're done

Have a quote sent with a link your customer can open and accept.

Build the quote

The orange numbers match the steps below.
  1. Go to Sales > Quotes and click New Quote

  2. Pick the customer and dates

    Valid until sets when the quote expires.

  3. Add line items

    Pick a product to use its price, or add a custom line.

  4. Send it

    Send quote by email, or copy the customer link to text it or send it on Etsy.

Tip: Quotes never use up your stock. The availability panel just shows whether you have enough.

Track your quotes

The top of the page shows how many are drafts, sent, accepted and expired, and the value of accepted quotes. When a customer accepts, open the quote and create an invoice or order from it.

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