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quotes [2023/02/07 23:47] – created - external edit 127.0.0.1 | quotes [2024/08/29 20:13] (current) – external edit 127.0.0.1 | ||
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+ | ====== Quotes ====== | ||
+ | Quickly generate & send quotes to your clients. | ||
+ | |||
+ | {{quotes.png|}} | ||
+ | |||
+ | ===== Quote Fields ===== | ||
+ | * Client | ||
+ | * Date | ||
+ | * Category | ||
+ | * Scope | ||
+ | * Item/ | ||
+ | * Description | ||
+ | * Quantity | ||
+ | * Price | ||
+ | * Tax | ||
+ | * Notes | ||
+ | |||
+ | {{quotes_typeahead.png? | ||
+ | |||
+ | ===== Features ===== | ||
+ | * Email quote details to client | ||
+ | * Client can approve/ | ||
+ | {{: | ||
+ | * Duplicate/ | ||
+ | * 1-click to convert accepted quote to invoice | ||
+ | {{: | ||