How do I create a project quote and share it with my customer?

To create a quote for a project:

  • Go to Time Tracking on the left sidebar and select Projects.
  • Select the project for which you want to create a quote.
  • Click New Transaction in the top right corner and select Create Quote from the dropdown. You’ll be redirected to the New Quote page.
  • Enter the necessary details.
  • Click Save.

Insight: You can include tasks by clicking Include Tasks below the Item Table section.

Pro Tip: You can add the number of hours in the Quantity field and the cost in the Rate field of the item table.

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