Working with quotes
Check out your next steps after you created a quote. For example, share quotes with your clients, clone or modify quotes.
Once you create a quote or save it as a draft, it appears in the Quotes section. The Products section gets automatically updated to match the products you included in the quote.
Select the quote to review it. On top of that, with any quote you can perform the following actions:
- Send a quote to your customer
- Copy a link to a quote
- Accept a quote
- Clone a quote
- Mark a quote as the most relevant
- Open a quote in a new window
- Delete a quote
After you accept a quote, you can additionally:
- Convert a quote to an invoice
- Unaccept a quote