Sales, orders and invoices

Estimates and quotes

Can I create quotes?

Yes. You build quotes in a few taps (customer, products and review), share them as a PDF and update their status. When the customer accepts, you turn it into an order without retyping anything.

Where it works
On the web and in the app
Estimates list with status, client, rep and amount
CRM screenshot with sample data.

Other ways to ask

  • Can I send estimates to my customers?
  • Does an estimate turn into an order?

Related topics

See all frequently asked questions →

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