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Create a quote

Build a scoped quote, keep the preview client-ready, and move into invoicing only after this quote is sendable.
Editor

Scope the work before the client ever sees a number.

Autosaves locally so this quote can reopen from workspace on the same device.

Enter a client name, a client company, or both.

Line items

Pricing support

If the amount is still fuzzy, check the scoped project number or your baseline rate in a separate tab, then come straight back here.

Readiness

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.

Complete the checked fields before treating this as a sendable quote.
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.

Sender / business name

Not set

Project title

Not set

Client name

Not set

Client company

Not set

Issue date

Apr 14, 2026

Valid for

Valid for 14 days

Currency

USD

Total

$0

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.

Next actions

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.

Local continue

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.

Open workspace

Make the quote sendable first. Export, print, or copy it before deciding whether it should become an invoice.