CRM · Quotes
A quote is justan earlier entry point.
When the scope needs shaping before a booking makes sense, send a quote instead — and when it’s accepted, the project and the contract happen without a second step from you.
01
Building a quote
Line items, packages, a shelf life.
Add line items at quantity × unit price, or offer optional packages a client picks between — shown as “from $X, cheapest” until they choose. Attach notes, a valid-until date, and, if you want the paperwork to follow automatically, a contract template to issue the moment it’s accepted.
02
Sending & the client side
One link. Review, pick, decide.
Send it and the public link copies to your clipboard — no account needed on the other end. The client reviews the line items, picks a package if there is one, and accepts or declines. A declined or expired quote turns read-only; duplicate it to send an updated version rather than starting over.
03
Accepting
Three things happen in one motion.
Accepting a quote creates the project if none exists yet, auto-creates and sends the attached contract, and raises a follow-up notification so you know to look. From there it’s the same pipeline every booking runs through — a quote was just an earlier place to start it.
Shape the scope first.Book it after.
The trial is the full platform for 14 days. Bring one real job and watch it run.