Quotes
Make a quote, send it and get it accepted, with a deposit.
- How do I send a quote and get it accepted?Make the quote, send it by WhatsApp or email, and your client accepts and signs it from the link. You see it straight away.
- How do I send from my own email?In How you send → Emails from, choose Your email app, and what it opens on a computer and on your phone. From the app the PDF goes attached.
- How do I ask for a deposit?On a quote, open Deposit and choose a percentage or an amount. Your client pays it when they accept, and it comes off the invoice.
- How do I turn a quote into an invoice?Once your client accepts the quote, open it and choose Create invoice. It copies the quote, less any deposit they’ve paid.
- How do I change a quote or invoice I’ve sent?Open it, choose Edit, change it and save, then send it again. An accepted quote can’t be changed: revise it instead.
- How do I find a supplier’s price?On a quote or invoice, choose From a supplier: use a price you’ve found before, or check a supplier’s. Your markup is added.
Still stuck?
Email support@thetechcompanygroup.com and we’ll help, or see Support.