Quotes - Create from the Home Page

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"

To learn customize your quote click here