Send or share a quote
Generate the PDF to send your client, and mark the quote as sent to track where it stands.
From the top of a quote you can generate a PDF and track its status.
Get the PDF
Tap PDF to generate the quote as a PDF you can save, print, and send to your client.
Track its status
Tap Send to mark the quote as sent. A quote moves through Draft → Sent → Accepted → Signed (or Declined), so you always know where each one stands.
The client's details and your Terms & details all appear on the PDF — fill those in before you send.