How do I create a Quote?

Create your Quote

To create a quote, go to Quotes > Add New.

Full and CRM Only menu layout
Slimline menu layout

Next, fill in the contact name (start typing in the name and select the contact from the list), quote title, date, and any notes you may have.

If you want to attach any additional documents to the quote, you can do that in the Attachments section.

Click Save Quote to save the quote.

Using the Quote Builder

The Quote Builder allows you to use pre-made quote templates, which is a huge timesaver. The quote details will automatically be filled into the quote template, and save you from having to type out the entire quote each time.

Enabling the Quote Builder

Make sure the Enable Quote Builder box is checked in Jetpack CRM > CRM Settings > Quotes, and save the settings.

After that, you’ll have the option of assigning a template when creating a quote.

Be sure to click that Use Quote Builder button before saving the quote! That’s what populates the quote details into the quote template.

Managing Quote Templates

You can add, edit and delete quote templates by going to Quote Templates in the WP Admin menu. Jetpack CRM includes the Web Design: Example by default.

Full and CRM Only menu layout
Slimline menu layout

Give your quote template a title. You also have the option of entering a starting value and notes.

Type in whatever text and quote placeholders you’d like into the body of the quote, just like you would type and format a WordPress post or page.

Quote Placeholders

Placeholders allow information to be auto-populated into the quote template. Check out this guide on global placeholders to use them in quotes and throughout Jetpack CRM.

How do contacts access quotes?

After you’ve saved a quote, you can email it to the contact, copy the quote link and send it to the contact, or download the quote PDF and send it to the contact.

Quotes are accessible to clients via the Client Portal. You’ll need to generate a Client Portal for the user so they can access the quote (unless you’re using easy access links).

We’ve added this extra layer of security to prevent quotes being accessed by anyone.

How do contacts accept quotes?

Once logged into the Client Portal (or via easy access links), contacts accept the Quote by clicking the Accept quote button.

Quote preview shows “Quote Not Found”

You may encounter a 404 page when testing quote functionality, and issuing yourself a quote. Refreshing (re-saving) your WordPress permalinks settings should resolve that.

You can do that by going to Settings > Permalinks, and clicking the Save Changes button.

Can I turn a quote into an invoice?

Quotes cannot be converted into Invoices at the moment. However, we plan to include this feature in our future plugin releases (no official estimated time for the deployment yet).
For the time being, after a contact accepts a quote, an invoice needs to be created separately.

Updated on December 19, 2022

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