You can create a new quote using the following steps in InvoiceOwl:
- Click Quotes in the left sidebar.
- Click the New Quote button in the top-right corner.
- Search for and select a client from your client list, or click + Add new client to create one.
- After selecting a client, the full quote form opens. Fill in the details:
- Quote Date and Expiration Date are set automatically (you can change them).
- Add line items with name, description, quantity, rate, and type (Parts, Labor, or Other).
- Optionally add taxes, markup, discount, deposit amount, shipping, and notes.
- Your quote saves automatically as you work -- there is no manual save button needed.
- When you are ready, click the Send button in the bottom-right panel to email or text the quote to your client.
Your quote starts in Draft status until you send it.
On the Mobile App
There are two ways to create a new quote on mobile:
From the Quotes tab:
- Tap the Quotes tab at the bottom of the screen.
- Tap the + icon in the top-right corner of the quotes list.
From the quick-create button:
- Tap the + button in the center of the bottom tab bar.
- Select Quote from the quick-create sheet.
Both options open the quote creation screen. Select a client, add line items with name, quantity, and rate, and optionally set dates, taxes, markup, discount, deposit, and notes. When you are ready, tap Send to email or text the quote, or tap Save as Draft to save it for later.