Create quotes and estimates

To understand the difference between a quote and an estimate, read understanding quotes and estimates.

1. From the Sales dropdown, select Quotes and estimates.
2. Select New Quote or New Estimate.
3. In the Customer field, select a customer from the list, or type the customer's name.
   TIP:

   Select Add a customer to create a new customer record.

4. Enter the details of your quote or estimate, any field with an asterisk is mandatory.
5. Ensure that the Expires date is correct.
6. Check your Profit underneath the Total.

    

   ▼ How is the profit calculated?

   Viewing the profit helps you understand how much you earn on a quote or estimate.

   The profit calculates when you use the Product/Service field. Select Profit on your quote or estimate to view a profit summary. 

   To learn more about products and services, see create new product and service records.

7. Review the details and select Save, or Save & Email.

If the customer accepts or declines, read convert or decline a quote or estimate.

• Quotes and estimates
• Manually accept or decline quotes and estimates
• Add more detail to a quote or estimate
• Scheduling work using quotes and estimates