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Quotes and invoices

Quotes: a new send screen with an email preview

"Send the quote" opens a full screen: set up the email on the left and see on the right what your customer will receive.

How it works

  1. Recipients, a copy for you, subject and message you can edit.

  2. "The customer books a slot": the quote goes out with a booking button and turns accepted when the customer books.

  3. Creating a quote: the preview updates as you add lines.

  4. "Quotes and invoices" now opens your quotes.

The feature behind it

What it does, in detail, with screens from the app.

See the feature

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