Quotes and contracts
How to send and follow up on quotes
Send the quote, keep an eye on its status and set a follow-up, so an accepted quote leads smoothly into the work.
Step by step
- Open the quote
Find the quote you want to send.
- Check the content
Review the customer, line items, prices, dates and terms.
- Send the quote
Send the quote following your approved process.
- Track status
Follow up on status and the next action.
- Continue to a task
When the quote is accepted, it can be used further in the workflow.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.