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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