Features · Quotes

Included

Line items on a quote. Send it out.

Build a quote with line items and send it to your customer.

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Included · Updated 2026-09-24

Quotes in Doing Work

What it does

  • Builds a quote with line items
  • Sends the quote to the customer
  • Keeps the quote tied to the lead or job

What happens next

  • The customer approves the quote from its own link
  • Approved work moves toward scheduling or invoice
  • Good / better / best options sit on the same quote when you use them

All features → · Pricing → · How agents use the API → · Good / better / best quotes → · Customer quote and invoice links → · Sales pipeline → · Invoices →

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