Create a quote
Scope the work before the client ever sees a number.
Autosaves locally so this quote can reopen from workspace on the same device.
Preview and export
Preview stays the next step here. Export becomes primary after the first successful preview, and invoice work opens once this quote clears the minimum sendable threshold.
Sender / business name
Project title
Client name
Client company
Issue date
Valid for
Currency
Total
Resolve these before preview and export: Sender / business name is required. Enter a client name, a client company, or both. Add at least one line item with a description and an amount above 0. Total must be greater than 0.
Keep the document flow moving.
Resolve these before preview and export: Sender / business name is required. Enter a client name, a client company, or both. Add at least one line item with a description and an amount above 0. Total must be greater than 0.
Keep the next pass local-first.
This quote stays focused on scope, preview, and export. Reopen it from workspace when you need another pass on this device.
Make the quote sendable first. Export, print, or copy it before deciding whether it should become an invoice.