This walk-through takes you from a blank page to a sent quote in a few minutes. Every step is covered in more detail elsewhere in the help centre.
- Start the quote. Click New quote at the top of any page. Choose a template such as Standard quote, or Empty quote to start from nothing. The quote opens in the editor with its own number.
- Choose the customer. Under Prepared for, type a name or email address and pick the contact. If they are new, choose New contact, fill in their First name, Last name and Email (all required) and their Company / client, and click Create contact. The contact's company is shown as the customer, with the person beneath it.
- Give it a title. Click the large title at the top and type, for example, "Website redesign".
- Write the introduction. Templates usually start with a text item. Click into it and write a few lines for your customer.
- Add what you are quoting for. Edit the example item or use + Price item below the items. Type a heading (matching items from your library appear as you type), a description, the Qty and the Unit price.
- Check the totals. The Totals panel on the right updates as you go. Use the Settings tab to change the currency, tax mode, how customers see prices or the expiry date.
- Preview it. Open the Preview tab to see the quote as your customer will.
- Send it. Click Preview & send, check the email on the left, then click Send now.
There is no need to save as you work: the editor saves automatically and shows Saved, Unsaved or Saving… next to the buttons. If it shows Not saved, click Try again.
What happens next
The quote's status changes to Sent. You will see when the customer opens it, and you get an email when they ask a question, accept or decline. If they do not respond, the quote appears under Worth a follow-up on your dashboard.
See also
Last updated 19 October 2026