Create, customize, and share quotes directly from your WordPress dashboard.
Jetpack CRM makes it simple to create and manage client quotes. You can prepare, customize, and share them directly from your WordPress dashboard, helping keep your work organized from the initial proposal to the final invoice.
Create your first Quote
To create a new quote from your WordPress Admin:
- Click Quotes in the sidebar, then select “Add New Quote”.
- Alternatively, go to Quotes → Add New from the top menu on any Jetpack CRM admin page.
- If you don’t see these options, make sure the Quote core module is enabled under Jetpack CRM → Core Modules.
Quote Fields Explained
When creating your quote, fill in the following fields:
- Contact: start typing the contact’s name or email address. Jetpack CRM will suggest existing matches; just select the right one.
- Quote Title (optional): add a clear, descriptive name for your quote.
- Quote Value: enter the total quote amount.
- Quote Date: add the date of issue. If left blank, Jetpack CRM will use today’s date automatically.
- Notes (optional): include any relevant details or internal notes.
You can also attach documents to your quote:
- Scroll to the “Associated Files” section.
- Click Choose File.
- Upload your file.
- When ready, click Save Quote.
Use Autonumber custom fields
If you’d like your quotes to automatically generate a unique quote number (for example, QUO-001, QUO-002, etc.), you can use the Autonumber custom field type:
- Navigate to WP Admin → Jetpack CRM → CRM Settings → Custom Fields.
- Scroll to the “Quote Custom Fields” section.
- Choose Autonumber as the field type.
- Set your preferred prefix, starting number, and suffix.
- Click Save at the bottom of the page.
Now, when you create a new quote, the autonumber field will populate automatically.
Learn more about Custom Field Type: Autonumbers and How to Use Custom Fields in Jetpack CRM.
Create quotes faster with the Quote Builder
The Quote Builder is a huge time-saver: you can create quotes from reusable templates with it. Here’s how to use it:
- Go to Jetpack CRM → CRM Settings → Quotes.
- Make sure Enable Quote Builder is checked.
- Scroll down and click Save Settings.
- When creating or editing a quote, you’ll now see a “Publish This Quote” section.
- Choose a template from the dropdown menu.
- Click Use Quote Builder to automatically fill in the quote details.
Important: Be sure to click “Use Quote Builder” before saving the quote. That’s what populates the content in your selected template.
After that, you’ll see your full quote in the standard WordPress editor, where you can make any necessary edits. When you’re done, scroll up and click Save Quote.
Manage Quote Templates
To manage your templates, go to Quotes → Templates from the top menu, or select Quote Templates from your WP Admin menu.
Jetpack CRM includes a sample template called “Web Design: Example.” You can add, edit, or delete templates as needed.
Each template can include:
- A title and optional starting value.
- Notes for internal use.
- The body text with quote placeholders that dynamically insert quote data (see below).
Use quote placeholders/merge tags
With the placeholders, also known as merge tags, you can automatically insert information into your quote templates.
For example, if your template includes:
Project: ##QUOTE-TITLE##Total: ##QUOTE-VALUE##
Jetpack CRM will automatically replace these with the actual quote title and value when you generate the quote.
You can also leave the starting value blank in your template if you’d prefer to add a unique amount each time.
For a full list of available placeholders, check out the Global Placeholders in Jetpack CRM documentation page.
Contacts: receiving and accepting quotes
Once you send a quote over to your clients/contacts, they will receive and may want to accept them.
Once your quote is saved, you have several ways to share it with your contact:
- Email it directly from Jetpack CRM.
- Copy the quote link and send it manually.
- Download the quote PDF and attach it to your own email.
If you’ve enabled the Client Portal, your contacts can also view quotes there.
Note: unless you’re using Easy Access links, contacts must have an associated WordPress user account to log into the portal. This extra security step prevents unauthorized access to client quotes.
When a contact views the quote (via the Client Portal or Easy Access link), they can click Accept Quote to approve it.
If you’ve enabled notifications, Jetpack CRM will automatically:
- Send a “Quote Accepted” email to the CRM admin or assigned team member.
- Update the quote status in Jetpack CRM → Quotes.
Troubleshooting the quotes creation
The quote preview shows “Quote Not Found.”
If you see a 404 error while previewing a quote, it’s usually due to outdated WordPress permalinks.
Go to Settings → Permalinks, click Save Changes, and the issue should resolve.
Turn a quote into an invoice
Jetpack CRM doesn’t currently support automatic quote-to-invoice conversion. However, this feature is planned for future releases.
For now, once a quote is accepted, you’ll need to create a new invoice manually.
Emojis usage in Quote templates
If you add emojis to your quote templates, you may encounter a DB Insert Failed (Error #303) message.
This happens because the database doesn’t support emojis by default.
To fix it, you can update your database charset and collation to utf8mb4 and utf8mb4_unicode_ci.
For quote templates, the relevant table is usually wp_zbs_quotes_templates.
Important: Making database changes can be risky if done incorrectly. Always back up your site first, or test changes on a staging site. Due to support scope, Jetpack CRM can’t provide direct assistance with this.
There is no logout button on the client portal. How do they log out?
Hi – there’s a logout link on some of the individual pages but we’ll be added a new logout tab in a future release
I would like to have some of my custom fields in the quote, is there some way to do this?
Hi James, Currently you can’t do this but we’ve got it on the list as a feature request – so I’ll add your vote there and we’ll get to it ASAP.
I concur with James’ request, the current number of fields in the quote is too low for Jetpack CRM to be usable. It would be helpful to allow custom fields or to simply add more fields (like quote value 1, quote value 2…).
The template tags, i.e. #fname# etc as per other areas.
Good news, we are centralising this and all places where contacts are assigned will soon be able to use the full plethora of contact tags
hi! i wish would converter my quotes to invoice with one button, someone know how do this? This is possible?
Hi,
Since quotes are more detailed than invoices, it isn’t straightforward to one click convert.
We are looking into the feature of “embed an invoice line items” table into a quote though, but generally, our process is
1.) Write a quote, add a HTML pricing table
2.) Make a draft invoice, same items and prices as per above
3.) Link to the Client Portal Draft Invoice in the Quote
If you want to discuss this further, please do open a ticket
http://kb.jetpackcrm.com/submit-a-ticket/
Hello. Is there a way manually accept a Quote? For instance, to record a verbal acceptance over the phone?
How about converting a Quote to an Invoice?
Many thanks.
Hi Doug – you can do this from the Quotes -> View All, then tick one in the list, then at the bottom you can accept it (works in bulk too)
So far I am impressed with zbscrm’s potential. Awesome work!
I am interested to learn if convert to invoice is still under consideration for quotes?
Also, when a quote is accepted by via Allow Easy-Access Links hash (in my example) there doesn’t seem to be any kind of notification to let me know?
Hi Jarod
Thanks for the kind works.
Quote -> Invoice we’re tracking this as an enhancement request as this works if quotes are almost identical to an invoice, but in cases where quotes are a more detailed proposal (with a pricing table) it doesn’t really work as well – likewise if the quote is for a big piece of work, invoiced over many weeks for example.
Notifications – if you go to the email Templates, is quote notification active? Is it only on easy access link acceptance that it doesn’t email you, but otherwise it does?
For a faster response, please do submit any queries (like the notification one) to our help desk: https://kb.jetpackcrm.com/submit-a-ticket/
I am trying Jetpack CRM for a business startup I am working on.
I am working on a template for a quotation with three parts:
1- A cover letter
2- The quotation (prices)
3- Technical proposal, an explanation of the scope of the work
After each part of the quotation, I insert a page break with alt+shift+p or in the text editor. However, when I save the quotation and open it as a pdf file, there are no page breaks. All of the content is righ after the previous text, which disrupts my initial quotation scheme.
¿How can I fix this problem with the page breaks on the pdf file of the quoation?
Thank you in advance.
Hi Alexander,
Good question! I’m not totally sure what you’d need to add to add a page break into the PDFs. On googling I found some code which should work, but currently it’s not possible to use this in Quotes.
I’ve added this to our feature request list as it makes good sense to add this when we can.
All the best
Woody