How do I send a quote?
Put a price in front of the customer, and let them accept it.
You will need: The enquiry open in front of you, and a rough idea of the price.
Watch it on the real screens
Open the enquiry and click Send Quote above the reply box.
Step by step
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Open the enquiry and click Send Quote above the reply box.
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Give it a Quote title — something the customer will recognise, like "Bathroom re-fit, ground floor".
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Choose the Price type — Range, Fixed or Hourly — and fill in the amount. A range wants a From and a To.
A range is honest when you cannot be exact, and it beats no price at all.
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Set Validity — how long the price holds good for.
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Under What's included, use Add line item for each thing the price covers.
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Add any Additional notes — terms, what you need on site, anything that could change the price.
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Click Send Quote.
What happens next
The customer sees Accept Quote and Decline right in the conversation. The enquiry moves to Quoted while it waits.
If something goes wrong
I got the price wrong
Send another one. The button becomes Send Revised Quote and the old quote is withdrawn — both versions stay in the history so nobody can argue about what was offered.