Quotes are useful when the customer needs to review or accept pricing before you invoice. Keep quote creation, sending, acceptance tracking, and invoice conversion separate.

What this guide helps you do

• Create a quote with clear line items and terms.
• Send the quote only after customer-facing details are reviewed.
• Use AI to draft quote structure without bypassing approval.

Before you start

• Know the customer, offer, price, expiration date, and terms.
• Decide whether the quote needs internal approval before sending.
• Confirm whether the quote should later convert into an invoice.

Do it manually

1. Open Money and choose Get Paid.
2. Change the document filter to Quotes or create a new quote if available from New invoice options.
3. Choose the customer and add line items, terms, and expiration details.
4. Save the quote as a draft.
5. Review the quote drawer and send when ready.
6. Track acceptance before converting the quote to an invoice.

Ask Faster AI

• Draft a quote for this customer based on the discovery call notes. Keep it as a draft for review.
• Create a quote outline with good, better, best options, but do not send it.
• Review this quote for unclear terms before I send it to the customer.

Review before saving, sending, paying, or refunding

• Check scope, price, expiration, payment terms, and customer name.
• Do not promise services, discounts, or timelines that are not approved.
• Keep internal negotiation notes out of customer-facing quote fields.

Common issues and fixes

• If the customer wants changes, revise the quote before sending a new version.
• If the quote is accepted, convert it to an invoice instead of recreating from memory.
• If the quote should not proceed, mark it according to your team policy and add a note.

Faster Money overview

For the full quote-to-invoice-to-payout journey, read the Faster Money overview. Faster Money: Invoices, Quotes, and Bill Pay in One Place.

Service pricing strategy

For packaging services into quote options customers can compare and accept confidently, read the service pricing article. How to Price Your Services with Confidence.

Quote follow-up playbook

For how to structure quote follow-up so approved work moves toward invoicing instead of sitting in limbo, read the quote follow-up article. The Follow-Up Playbook: Turning Quotes into Paid Invoices.

Consultant client machine

For how quotes fit into a consulting sales machine after qualification and before invoice conversion, read the consultant client machine article. The Consultant's Client Machine: From Inquiry to Retainer.

Connected workflows

• Review customer money history
• Review Money activity for a customer
• Manage roles for content and Money
• Collect pay-now payments from plugins

Placeholder media

• Screenshot placeholder: add an annotated screenshot of create and send a quote with customer names, amounts, account details, and private notes blurred.
• Video placeholder: add a short walkthrough that starts from the Money workspace, shows the manual path, then shows the review step before anything is sent, paid, refunded, or published.

Related help

• Revise a quote before sending
• Track quote acceptance
• Convert a quote to an invoice