From your dashboard, you can send your clients a quote containing multiple items, a note, and added tax or discounts. Read below to learn how to share these quotes via text or email with your customers!
1. From your Topline Pro dashboard, click "Payments" on the bottom menu
2. Click "Quotes" on the menu on the Payments page
3. Click the blue "Create Quote" button
4. Click the contact you want to request a quote from
5. Click "Item"
6. Select the type of service for the quote
7. Type the amount you want to quote for
8. If you want to add another item to the quote, click "Add Item" and repeat steps 6 and 7 for this additional service
9. If you want to type a note for the client, click "Add note"
10. Type the note into the text box
11. If you want to add tax or a discount to the quote, click "Advanced options"
12. To share the quote with your client, click either "Email" or "Text" depending on how you want to contact them
13. Click on the green bar to confirm
14. Your dashboard should now show the shared quote!
