Can you create an Estimate or Quote?

SusanHL
New Community Member

Hello - Could anyone tell me whether it's possible to create a project quote or estimate as part of Invoicing, and then send it to a prospective client just as I would with the Invoicing feature?

 

Thank you for any help you can provide!

 

Sue

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sharpiemarker
Esteemed Advisor
Esteemed Advisor

@SusanHL 

 

Unfortunately, no but there are plenty of online invoicing apps and websites that do provide that feature that is integrated with PayPal and other payment gateways.

 

A couple I can recommend is Hivage, Invoicely


Kudos & Solved are greatly appreciated. 🙂

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sharpiemarker
Esteemed Advisor
Esteemed Advisor

@SusanHL 

 

Unfortunately, no but there are plenty of online invoicing apps and websites that do provide that feature that is integrated with PayPal and other payment gateways.

 

A couple I can recommend is Hivage, Invoicely


Kudos & Solved are greatly appreciated. 🙂
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PayPal_Siobhán
Moderator
Moderator

Hi @SusanHL,

 

Apologies for the delayed response. I wanted to update the thread to make you aware that it is possible to send an estimate to your clients. You should find the steps you need to do this, Here.

 

Hope this helps,

Siobhán

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