BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

Quotes & Estimates

Send a quote and convert it to a sales order or invoice in one click. Basic ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Revenue → Quotes → New.
  2. Add line items and send.
  3. Convert the accepted quote to an invoice.
Try it now
Recording script (for video producers) 
TITLE: Quotes & Estimates  (target 2 min, Basic)
HOOK (0-5s): "Send a quote and convert it to a sales order or invoice in one click."
ON SCREEN: open /revenue/quotes
STEP 1 — say: "Revenue → Quotes → New."  (show the matching click)
STEP 2 — say: "Add line items and send."  (show the matching click)
STEP 3 — say: "Convert the accepted quote to an invoice."  (show the matching click)
CLOSE: "That's it — you can try it now from the button below."