Quotes and estimates
Description

How it works

You can create sales quotes and estimates to track the prices you give to prospective customers.

Quotes and estimates don't affect your account balances until you accept and convert them to sales invoices, which then update your ledgers.

When customers accept or decline a quote or estimate, they can leave you a message. You'll receive a notification of this and any messages they provide. You can adjust the quote or estimate or reset its status as needed.

If you don’t send your quotes or estimates directly from Sage, you can manually update their status. 

Learn how to Create quotes and estimates.


Difference between quotes and estimates

A quote provides a fixed price for a product or service, including a summary of items, VAT, and a final total.

An estimate gives a rough guide to the cost of a product or service, with prices that can change.