Setting/changing the expiration date

Learn how the expiration date for quotes works

Written by Caitlyn baldassarre
Updated 10 months ago

How to manually accept a quote

You can manually accept a quote with 2 clicks

Written by Caitlyn baldassarre
Updated 10 months ago

Editing the quote email template

Make changes to the quote email that goes to your customer

Written by Caitlyn baldassarre
Updated 10 months ago

Downloading a quote as a PDF file

Download a quote as a PDF file

Written by Caitlyn baldassarre
Updated 10 months ago

Push and email notifications

You will receive push and email notifications for quotes

Written by Caitlyn baldassarre
Updated 10 months ago

How to preview and send a quote to a customer

Learn how you can preview and send a quote to a customer via email

Written by Caitlyn baldassarre
Updated 10 months ago

How to create a quote

Learn how to create quotes

Written by Caitlyn baldassarre
Updated 10 months ago