Quotes

Available now

Build client quotes and proposals, then turn them into projects.

Price a proposal from a reusable catalog, send the client a clean link, follow it from draft to accepted — and convert it straight into a Work project.

What it does

Assemble priced quotes from a reusable catalog.
Send clients a clean, shareable proposal link and see when it is opened.
Number quotes with your own template.
Track each quote from draft to accepted, with expiry reminders.
Convert an accepted quote straight into a Work project.

Main areas

Quotes
Catalog
Share links
Follow-ups