Quotes
Create quotes, save records, and print, download, email, or convert approved quotes.
Quote Workspace
Unlock with your customer license key, enter quote details, add line items, and save the quote record.
Tool Access
Customer Details
Tracks whether a quote is draft, sent, approved, rejected, or converted.
Quote Line Items
Add services, products, materials, or project scope items.
| Item | Qty | Rate | Total |
|---|
Adjustments
Default tax percentage used on new quotes and invoices.
Notes
Saved Quote Dashboard
Review newest quotes first, filter by status or date, and use quick actions to view, edit, print, download, or convert.
Unlock and refresh to load saved quotes.