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Quoting is a tool to help you move from a customer inquiry to winning a job. A quote gives your customer a fixed price they can rely on and a record of what's been agreed and included in the work. You can set how long the quote is valid, and once your customer accepts it, you can start the work.
Sending a quote
When you understand your customer's needs and are ready to give them a price, it's time to send a quote. Go to Money in, tap + and Create quote to get started.
Pick your customer – keep track of who you're quoting for. Choose a customer in the Customer field, or tap + to add a new customer.
Check your quote terms – set how long the quote is valid for. This lets your customer know how long the price is guaranteed. You can also change your quote number here. If you change it, future quote numbers will continue on from the new number.
Add what you're quoting for – list the products or services you're offering, including the quantity and price. For example, 2 hours of consulting at $200 an hour or 3 boxes of flowers at $150 per box. If you're offering a discount, tap the three dots next to the item and add the discount.
Add extra information – you can include a note and attachments to help clarify what's included (and what's not), or add a personal touch.
Once you’ve finished putting together the quote, tap Save. Choose to send it now or save it for sending later. If you email it from the app, your customer will also be sent any attachments.
Update the quote when your customer accepts or declines
When your customer gets back to you, update the quote to record their decision.
Go to Money in.
Scroll down and tap View all quotes.
Select the quote.
Tap More and choose:
Mark as accepted
Mark as declined.
If you want to change the quote, you can edit and resend it. Quotes can go back and forth with your customer before you agree on the final scope and price.
Change the quote and resend it
Go to Money in.
Scroll down and tap View all quotes.
Select the quote.
Tap the Edit button at the top of the screen and update the details.
Tap Save and choose if you want to send the updated quote now or save it for later. If you email it from the app, your customer will also be sent any attachments.
Turn a quote into an invoice
Note: Attachments are not copied over when you convert a quote to an invoice, but you can re-attach them to the invoice if needed.
When a customer is ready to buy what you've quoted, you can turn the quote into an invoice.
Go to Money in.
Scroll down and tap View all quotes.
Select the quote.
Tap Convert to invoice.
Check the invoice details and payment terms.
If you had any attachments, you can add them again. Tap Add attachment and add them again.
Tap Save and choose to send it now or save it for sending later. If you use Tap to Pay, you can take payment.
Previewing a quote
After you've saved a quote, you can preview it as a PDF. Go to Money in, scroll down and tap View all quotes, then select the quote and tap Preview.
Resending a quote
Note: Attachments are only included when you email the quote from the app.
Email it – go to Money in, scroll down and tap View all quotes then select the quote. Tap Send quote and tap Email. You can change who you're sending it to and what's written in the email. Tap Send when you're ready to email it.
Share it as a PDF – go to Money in, scroll down and tap View all quotes then select the quote. Tap Send quote and tap Share PDF. You can share it through email or any of your text messaging apps.
Deleting a quote
To delete a quote, go to Money in, scroll down and tap View all quotes. Open the quote, tap More then tap Delete quote.