My Quotes

Quotes allow you to review estimates as a potential customer before you accept and start to make payments. Once you accept, they are then converted into invoices for you.

Clients can view all their quotes at any time via Billing>My Quotes in the main menu of the client area. Each quote displays the ID number, subject, creation dates and quote status.

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1. Click on the quote you would like to view. To download the PDF containing the full details, click the View/Download link.       
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2. Included in the quote are proposal details with a description of the quote. Below that are the services & products being offered in the quote, along with the cost of each item. 
3. To approve your quote online, click the Accept Quote button at the top of the quote. The quote will then display an accepted status after it is approved.
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