Quotes and Invoices
Quotes a client approves on their own page, and invoices you mark paid.
What a client approves, and what they owe
What it does today
- Lines that add up, with sales tax and terms
- A quote filled from the products on a board
- Approved or declined by the client, online
- An approved quote becomes an invoice in one click
- To add it
- Free to start, then a small add-on. The price is shown in your hub before it is added, and the more you bundle, the less each one costs.
- Works with
- Design Boards, Procurement, Time Tracking
- Part of
- A ready-made hub
Questions
What does Quotes and Invoices do?
Quotes a client approves on their own page, and invoices you mark paid.
How do I add Quotes and Invoices?
From inside your hub. It is a small add-on to a hub you start free, and its price is shown before you add it.
What does Quotes and Invoices work with?
It shares one hub with Design Boards, Procurement and Time Tracking, so nothing is typed twice.
Can a quote come from a design board?
Yes. A quote can be filled from the products on a board, and once the client approves it, it becomes an invoice in one click.
Start your hub free.
Presto and your library are free; add Quotes and Invoices from inside your hub.