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03 · 4 articles

Quotes and packages

What you sell, how you price it and how a quote goes out.

  • Updated 31 Aug 2026

    Packages

    The offerings your quote lines are copied from, with their prices, units and tiers.

  • Updated 31 Aug 2026

    Quote templates

    Reusable quote layouts: the sections, the lines and the defaults every new quote starts from.

  • Updated 31 Aug 2026

    Sending a quote

    Build a quote on an enquiry, send it, and what happens the moment a client accepts.

  • Updated 13 Sept 2026

    Contracts

    The agreement a client signs between accepting a quote and paying for it.