Create and send a quote

Tap + → Quote, pick the client, add your line items, then tap Review & send. Your client gets a text or email with a link to view the quote and accept it online.

Create the quote

1. Tap + → Quote. From a request, tap Create quote instead: the client, address and items are filled in for you.
2. Under Client, tap Add a client. Search by name, phone or email, or tap New client, fill in the name, mobile phone, email and service address, and tap Add client. If the client has several addresses, tap Use another address.
3. Add a Title, for example "Exterior window cleaning".
4. Next to Line items, tap Add: - Services: tap one of your packages to add it with its price. - Custom line item: type your own name, description, unit price and quantity. - Add-ons: tap an add-on. Add-ons are added as optional items: your client decides.
5. Tap any line item to edit it. Turn on Optional item if the client can choose to add it. Optional items are not counted in the total.
6. Under the totals, tap + Discount (percent or amount), + Tax or + Deposit if you need them.
7. Under Details, check the Quote number, Valid until, Automatic follow-ups, Message to client and Terms & conditions. If clients can book your open slots online, Let the client pick a time lets them book when they approve.

Send it

1. Tap Review & send. To keep it as a draft, tap Save instead.
2. On Send quote, choose Text or Email, check the number or email under To, and edit the message if you like. A link to view and approve the quote is added automatically.
3. Tap Send text or Send email.

The quote changes from Draft to Sent, and automatic follow-ups start if they're on. If you don't have a Quoti texting number yet, Send text opens your phone's messaging app with the message and link ready.

What your client sees

The link opens a page with your logo and business name, the quote number, the service address, each service and price, your notes and terms, and a summary with taxes, the total and any deposit. Your client can: - tick optional extras and add-ons, and watch the total update; - tap Accept quote (or Accept & schedule if they can pick a time), check everything and tap Confirm & accept quote; - tap Request changes and tell you what to change. The quote then shows Changes requested in your app.

When your client opens the link, the quote shows Viewed in the Sales tab and you get a notification.

More options on a quote

Open the quote and tap the menu button at the top right: - Preview as client and Copy quote link - Mark as sent, for a quote you sent another way - Mark as approved or Mark as declined - Duplicate quote, Quote settings and Delete quote

Tips

• Set your default message, terms, expiry and deposit once in More → Quotes, so every new quote starts with them.
• If Review & send says "Add a client first" or "Add at least one line item", fill in that part and tap it again.

Related articles

• Turn an accepted quote into a job
• Follow up on quotes automatically
• Answer a new request
• Edit the texts and emails your clients get