3 min guideUpdated August 2026App review required

Create a structured quote

Turn approved sign-project scope, quantities, pricing and assumptions into a structured customer-ready quote.

Best forSales / Estimator
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Step by step

  1. Open **Quotes** and choose **Create Quote**.
  2. Select the client and contact.
  3. Add clear scope descriptions, line items, quantities, unit prices and costs.
  4. Review the quote totals, validity, follow-up details, budget, approved amount and internal notes.
  5. Keep **Status** as **Draft**, choose **Save and View**, and review the rendered quote before issuing or emailing it.

Good practice

Write line descriptions so production can understand the approved scope later.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.