Send Your First Quote

Create a quote for a customer, add the work, and send a link they can view and accept.

Create the quote

1. Go to Quotes and click Create Quote.
2. Under Who is this quote for?, search for a contact or add a new one. An email is required to send.
3. Choose or add a property for the contact.
4. If open jobs exist, optionally pick a Job, or use Create Job.
5. If QuoteBolt finds matching drafts or sent quotes, you can Edit draft, Revise Quote, or Create Quote Anyway.
6. If you have more than one template, pick a Template.
7. Click Create Quote. QuoteBolt creates a draft and opens the editor. Use Cancel to dismiss the sheet without creating.

Add the work

In the editor, add line items for the job — from your catalog or as custom lines. A default tax rate can live under Settings, then Account (Default Tax Rate %); you can also set tax on the quote.

For building quotes with blocks, see Editing quote line items.

Send it

1. On the draft quote, click Send.
2. Confirm in the Send quote? dialog. The customer gets a link to view and accept the quote.
3. After the quote is sent, viewed, or declined, the primary action becomes Resend.

Status moves from Draft to Sent, then Viewed when the customer opens it.

What happens next

1. Convert a quote to an invoice
2. Using Bolt to draft quotes with the assistant

Good to know

• The contact needs an email before you can send.
• If a similar quote already exists, use Edit draft, Revise Quote, or Create Quote Anyway.
• You can also start a quote with Bolt on Home or the companion panel, then review before it saves.