Create and share your first quote

Open Quotes and choose New quote. Set your currency and business details.

Add a product or choose catalog items. Enter quantities, prices and optional images.

Enter the customer and preview the quote. Review the total and terms.

Generate the formal version. The first successful independent quote uses one of five free allowances.

Share images or a PDF, then explicitly mark the quote as quoted.

For a change, edit the latest version and generate a revision. Previous files remain available.