Quotes
Create professional quotes, send to clients, and convert accepted quotes into invoices.
Articles
Create and Send Quotes
Build professional quotes with line items and GST, then send them to your clients for approval.
Turn an accepted quote into an invoice
Once a client accepts a quote you can convert it in one step. The line items, amounts and GST carry across exactly as quoted.
When a quote expires
Every quote carries a valid-until date. Here is what changes when it passes, and how to get a fresh quote in front of the client.
Follow up on a quote you have sent
The follow-up list shows every quote that has been sent but not answered, how long it has been sitting, and a nudge button per row.
Frequently asked questions
A quote is a proposal, it tells your client what the work will cost before they commit. An invoice is a bill for completed (or agreed) work. Once a client accepts a quote, you can convert it directly into an invoice with one click, carrying over all the line items and amounts.
Yes. When you send a quote, your client receives a link to view it. On that page, they can click "Accept" or "Decline". You'll be notified of their response and the quote status updates automatically.
Related help categories
Looking for what it does rather than how to use it? Quotes in OneBookPlus.