Build the estimate with price book items
- Click "New Quote" from the Quotes page or convert an existing lead.
- Select items from your Price Book or type custom scope descriptions, quantities, and rates.
- Configure optional upgrade line items for customer selection.
- Set deposit requirements (percentage or flat dollar amount) if upfront payment is required.
Stripe Connect requirement for sending quotes
Stripe Connect must be connected before you can send quotes to customers—even for zero-deposit estimates. This ensures seamless payment rails for subsequent milestone and final payments.
Understand the destructive effect of "Edit & Resend Quote"
IMPORTANT: If a quote has already been sent, clicking "Edit & Resend" is destructive. It immediately voids the customer’s existing approval link and permanently deletes any draft jobs, logged costs, draft invoices, or schedule requests attached to that quote version. Once edited, you must resend the new quote link to the client.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- All line items, quantities, rates, and deposit requirements are verified.
- Stripe Connect is connected and active before sending to client.
- Quote link is delivered via SMS and email with interactive approval enabled.
Troubleshooting
When the workflow doesn’t look right
Quote send button is disabled.
Ensure Stripe Connect is fully onboarded in Settings → Payments and that all line items have non-negative prices.
Customer opened an old quote link after an edit.
The old link is invalidated upon edit. Ensure the customer clicks the newest link sent after re-publishing.
Keep going