thread Re: Quoting prior to Invoice in Archived Discussions (Read Only)

Quoting prior to Invoice

bradc — Tue, 19 Sep 2017 01:21:16 GMT

I'm looking for a way to send a quote to a potential customer through Square, which they can accept and pay via Invoice. It doesn't seem this is an option at the moment, unless I'm missing something, but is it something that might be in the works with Square for the future? TYIA

Re: Quoting prior to Invoice

RHatch — Tue, 19 Sep 2017 12:31:03 GMT

There isn't an option for this currently. You could just send them an invoice as a quote. You can still make changes or delete it. You may also check out some of the third-party apps.

Re: Quoting prior to Invoice

bradc — Tue, 19 Sep 2017 22:12:17 GMT

This is what I currently do, I just wanted to see if there was a way to separate bids from invoices. Thanks for the response, I'll check out the third party apps, like you suggested and see if I find anything there.

Is there anyway I can send a quote?

Odd_Job — Sun, 09 Aug 2020 01:23:37 GMT

I need to send quotes.

Re: Is there anyway I can send a quote?

ashc — Mon, 10 Aug 2020 11:59:58 GMT

Hey @Odd_Job,

I moved your post to an existing thread for this question.

We do offer a Contracts feature where you can make a contract for your customer that you can look into here.