Create and send a quote

A quote lets you agree scope and price with a client before any work is billed — once they approve it online, the project moves forward with a clear paper trail.

Open the project and go to its Quotes tab, then select New Quote.
On the Summary tab, describe the project in the rich-text field.
On the Line Items tab, add each item with a name, amount, and optional description. A running total appears at the bottom.
On the Terms tab, choose your payment terms (due on receipt, or net 7/14/30/60 days), and optionally turn on Request Client Auto-Pay so the client saves a card as part of approving. Choose how terms and conditions appear: your existing project terms, custom text, or one of your saved legal templates.
Add any supporting files or links on the Attachments tab (see "Add attachments to a quote").
Select Save Draft to keep working on it, or Send for Approval when it's ready.
In the send dialog, confirm the recipient's name and email, and how long the quote should stay open before it expires (7 to 90 days), then select Send Quote.

Good to know

A quote can only be edited while it's in Draft, Sent, or Viewed status — once it's approved, it's locked.
Turning on Auto-Pay means the client must save a payment method before they can approve the quote — useful if you want billing set up from day one.
You can resend a quote to fix a typo'd email, and revoke one if it should no longer be approvable (see "Resend, revoke and expiry").

FAQs

Can I send a quote to more than one contact?
Each send targets a single recipient name and email — for multiple stakeholders, share the same client-facing link with them directly.

Can I edit a quote after sending it?
Yes, as long as the client hasn't approved it yet.

What currency does a quote use?
It follows the project's currency, so totals stay consistent with the rest of the project's billing.