Step by step
- Open the draft quote and press Edit details at the top right. The Quote details panel opens.
- Edit Title.
- Set Valid until, or leave it empty to use the default from Settings (Quotes valid for (days), counted from the day you finalise).
- Edit Notes for the customer.
- Press Save.
After sending
Details are locked once the quote is sent. A new version starts with the same title and notes, which you can change.
Works together with
- The quote pageOne quote: its lines and totals, the approval link, the customer's answer and its versions, with the actions in the toolbar at the top.
- Finalise and send a quoteFinalising gives the quote its number and validity date, locks the lines and creates an approval link you send to the customer.
- Invoice settings: numbering, terms, VAT, bank details and footerHow your invoices and quotes are numbered, when invoices are due, the default VAT rate, the bank details printed for transfers and the footer text.