Create the estimate
Go to Commerce > Invoices & Estimates, open Estimates and create a new one. Pick the contact and add line items.
Commerce› Invoices & EstimatesAdd a clear note
Set the expiry date and a short note.
Quote noteThanks for the chance to quote. This price includes GST, labour and materials listed. Valid for 30 days. Accept online and we'll lock in a time.Send it
Send by email or text. They view and accept online, and you can turn it into an invoice in one click.
Follow up
Add a task or workflow to check in two days later if it hasn't been accepted.
When it's done
Customers get a clear quote and say yes without phone tag.
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