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.