How to Create a New Project Quote

Overview

To start a new project, create a new project quote and then convert it to a job after the quote is accepted. If you are creating a quote to send to multiple recipients, you can also Add additional customers.

Add a description and notes, adjust project settings, and upload any relevant attachments before you add sections and cost centres.

You can also use memberships to automatically apply a discount to all quotes created against a customer within a specified duration, boosting customer loyalty and revenue. Learn more in About Memberships.

To learn how to create service quotes for 'do and charge' jobs, see How to Create a Service Quote.