Quotes - Send from a Contact Record

Tags: Quote

Create quotes to send directly to your Infusionsoft contacts. Quotes can be converted into a payable invoice with the click of a button, after your contact clicks the "Accept Quote" button. 

For the Quote FAQ click here

  1. Navigate to Contact Record

  2. Click on "Money" Tab

  3. Click "Create Quote"

  4. You can adjust the quote date by clicking the date and selecting from a date picker

  5. Click "Add line item" to select or add a product or service


  6. Add Notes and Terms by typing in the notes and terms section of the quote

Pro-Tip! All quote progress automatically saves and is indicated by a message on the bottom left of the screen

  1. When completed the quote can be Sent, Convert to invoice, Copy link to quote, Print Quote, or Delete

  2. Clicking "Copy link to quote" will automatically copy the link to the quote that you can paste in an email or text message of your choosing.

  3. If quote is not sent, it will be in a "draft" status

  4. When you click "Next

  5. You will be taken to an email builder where you can personalize the email before sending

  6. Once "Save & Send" is clicked a confirmation modal will pop-up

  7. The status of the quote will change to "Sent"

  8. Your Quote will be sent via email to selected contact:

    Your Customers View

    Your Customers View

  9. The status will change to the "Viewed" status when the quote is viewed

  10. If quote has been accepted, it will enter "Accepted" status

    Your Customers View

  11. Once your customer accepts your quote you will receive a notification email

  12. Clicking "Convert to invoice" to create an invoice. Click here to find out more on how to get your invoices paid. 

    The status of the Quote will change to "Invoiced" status


Pro Tip! You can convert a quote to an invoice at any time regardless of your customer clicking "Accept Quote" button. When a quote is converted to invoice without the customer clicking "Accept Quote" the status will be "Invoiced"

After clicking convert to invoice

  1. An invoice will be created with the line items associated with that quote

  2. And the status of the Quote will change to "Accepted & Invoiced" status

Pro Tip! You can convert a quote to an invoice at any time regardless of your customer clicking "Accept Quote" button. When a quote is converted to invoice without the customer clicking "Accept Quote" the status will be "Invoiced"