Create Quotes


This article applies to:

Create professional looking quotes to send directly to your Infusionsoft contacts. Customers can easily accept your quote by clicking the ‘Accept Quote’ button, and your quotes can be quickly converted into a payable invoice with the click of the ‘Convert to invoice’ button. Track the status of all of your quotes in one place and get notified when your quote is accepted so you can plan your work. The quotes feature can be found under the ‘Money’ tab, along with invoicing.


Create a Quote 

  1. "Money" from the left navigation

  2. Click "Quotes" tab

  3. Followed by "New quote"

Create a quote from the contact record

  1. Navigate to Contact Record

  2. Click on "Money" Tab

  3. Click "Create a quote for..."


Customize a quote

  1. Adjust the quote date by clicking the date and selecting from a date picker

  2. Click "Add line item" to select or add a product or service
  3. Add Notes and Terms by typing in the notes and terms section of the quote

Pro-Tip! All quote progress automatically saves and is indicated by a message on the bottom left of the screen


Send a quote

  1. Click "Next" to personalize the email before sending

  2. When finished click "Send" to send the quote as an email

  3. Or click the "Text" toggle to send the quote as an SMS
    Note: Sending a quote via SMS requires Keap Business Line

  4. Customize the pre-written message as needed and click "Send"

Email examples



More actions

The "More actions" drop down menu contains Preview quote, Convert to invoice, Copy link to quote, Print quote, or Delete

  • Preview quote an example of what your client will receive
  • Convert to invoice  creates an invoice from the quote
  • Copy link to quote automatically copies the link to the quote. The link can paste in an email or text message
  • Print quote pulls up options to printer
  • Delete removes quote record


Quote statuses

  •  Draft indicates the quotes has not been sent
  • Sent the quote email has been sent to your customer


  • Viewed  the quote was viewed by your customer
  • Accepted your customer accepted their quote 
  • Accepted & invoiced the accepted quote was converted to an invoice

  • Invoiced quote was converted to an invoice without your customer accepting it


FAQs

What is the difference between a quote and an invoice?
The primary difference between quotes and invoices is that invoices are payable whereas quotes are not.  Quotes have the ability to be accepted through an ‘accept quote’ button and "converted to an invoice".  Quotes also have terms and conditions that can be added.


Can I access the products or services I already have in my app in a quote?
Yes, you can access any product or service you have in the app for your quote. You can also create those line items directly in the quote and they will save to your app.


Can I schedule quotes to be sent at a future date?
For the initial version of quotes, you will not be able to schedule the email to send the quote at a later date.  We will be working on releasing this shortly after initial release.


Can I edit a quote after I’ve sent it?
Yes, you can edit an quote after it’s been sent.  The quote will enter an “updated” state and the client will be able to view the changes on that quote automatically, or you can re-send the updated quote.


Will quotes trigger automation?
You can use the quote status goal to trigger automation with quotes that are sent, viewed, and accepted.