All Collections
My Topline Pro Dashboard
How to Create and Share A Quote
How to Create and Share A Quote

Easily send a quote for a job to a potential client through the Topline Pro app.

Jane Yoon avatar
Written by Jane Yoon
Updated over a week ago

πŸ‘‰ Topline Pro makes it easy to create and share a quote with a new client so you can secure the job!

1. From the Topline Pro home page, select the Payments icon at the top (it looks like a credit card)

2. Select the Quotes tab.

3. Select Create Quote.

4. If you already have the client as a contact in Topline Pro, choose from existing contacts. Note: If they are not yet a contact in Topline Pro, follow the onscreen steps to create them as a contact, starting with entering their name, email or phone number and then selecting Create New Contact at the bottom.

5. Fill out the description and price. Note: you can add multiple items.

6. OPTIONAL: Add a note to the quote by selecting Add note on the bottom left. Advanced options allows you to add tax or a discount.

7. When you have completed all of the details for the quote, select Email.

8. Review the details of the quote and select Send Quote to email the quote to your client.

Your quote is now on its way to your client!

πŸ’‘ Next Steps

Transform your quote into a request for payment by following the steps here.

🀝 Need Further Support?

If you have any questions, we're always available by phone and text at 857-365-6868 or by email at [email protected].

Did this answer your question?