Quotes

Articles

Create and send a Quote
  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 ...
Send a quote or invoice to a company
Keap’s quotes and invoices include an option for you to address the request to a contact’s company instead of the individual receiving the quote or invoice. Your quote or invoice will display the company’s information in the “Billed to” section and be sent to your contact at the company so you can collect payment.