Skip to main content
All CollectionsMettle+
How do I create and send a quote?
How do I create and send a quote?
Updated this week

You can create a quote in a similar way to creating an invoice.

  • Head to the quotes section of the app and select ‘Create Quote’

  • Enters all details relating to your quote. You will be required to add at least a client and one item or service in order to continue

  • You can then either save a draft of the quote or continue to preview

  • If you continue to preview you'll be able to preview the PDF of the quote that will be seen by the client. You can then either go back to make further amendments or create the quote

  • If you create the quote, you'll then have the option to share the quote now via the share sheet or share the quote later.

  • The created quote will be visible in the ‘Open’ quotes section

Did this answer your question?