How to Send Quote Forms

Overview

All correspondence about the quote is sent from the Forms tab. To learn how to send a quote using a form builder template, see How to Send Form Builder Templates. You can also send quote acceptance forms for customers to accept online. Learn more in How to Use Quote Acceptance Forms.

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

To learn how to create and manage project quotes, see How to Create a New Project Quote and How to Manage Project Quotes.