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Quotations

Create quotes for prospects, track them from draft to accepted and turn a win into a client in one click.

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Step by step

1. Open Quotations

   Every quote shows its prospect, amount, date and status: Draft, Sent, Accepted or Rejected.

   

2. Create a quotation

   Click New Quotation and enter the title, prospect, company, contact details and amount.

   

3. Track its status

   Edit the quote to move it from Draft to Sent, then to Accepted or Rejected.

   

4. Share a PDF

   Open the PDF view to download a clean quotation you can send to your prospect.

   

5. Convert to a client

   When a deal is won, click Convert to Client and the prospect becomes a client in one step.

   

Good to know

• Closed quotations are folded away at the bottom of the page.
• Quotations are available in business workspaces.

Related guides

• Clients
• Workspaces & team

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