Quotes
Quote work clearly and convert approved jobs faster.
Create detailed quotes with accurate pricing and move accepted quotes straight into invoicing without rebuilding the document.
- Add service lines with quantities, descriptions, and pricing for accurate proposals.
- Include discounts, sales tax, and terms directly on each quote.
- Collect online digital signatures to approve quotes without paperwork.
- Track acceptance and convert approved quotes into new invoices in a few clicks.
- Keep quote and invoice history linked to the same customer record.
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