Quote value is not revenue. Revenue is recognised when an
invoice is issued - see the dashboard.
New quote
Lines
SKUDescriptionQtyUnitUnit priceTax
Add photos, documents, etc. for reference
Site photos, the old unit, access, plans, spec sheets, a supplier
quote. Up to 15 MB each. Saved with the quote and visible to your team; they are not attached to the
customer email.
Notes and terms
Quote templates
A template is a quote you have flagged to reuse. Starting from one copies its
lines, notes and terms into a brand new quote with a fresh number.
