Features in Quotations

Review the core and extended capabilities available in Quotations.

Quotations covers the full flow from offer creation to acceptance and follow-up.

The exact setup depends on your package, add-ons, and enabled features.

Core features

• Create and manage quotations.
• Use schemes, layouts, and email templates.
• Track quotation status through the full sales flow.

Acceptance and follow-up

• Send quotations by email.
• Let customers accept quotations online.
• Use reminders and follow-up communication.

Conversion and control

• Convert quotations into work orders.
• Convert quotations into invoices.
• Duplicate or revise existing quotations.

Additional capabilities

• Generate quotation PDFs.
• Use free fields for extra data.
• Keep related communication together.

Beta features

• Add quotation photos.
• Group lines with quotation sections.

Some features depend on your setup or separate modules.

Frequently asked questions

Are reminder flows part of Quotations?

Yes. Reminder and follow-up flows are part of the quotations process.

Can I convert quotations into work orders and invoices?

Yes. Quotations supports both conversion flows.

Are beta features included automatically?

Beta features can require separate enablement on your account.

Related topics

• Quotations
• Automations for Invoices, Quotations, and Contracts
• Unlimited Automations