How To Create And Manage Quotes On Tidify

This article explains how to create, send, manage, and convert quotes on Tidify Pro. Quotes help you formally present pricing to customers before confirming payments or bookings. This is largely helpful for major projects, corporate clients or retainerships.

What You Can Do with Quotes

With the Quotes feature, you can:

Create quotes manually
Send quotes to customers via email
Track quote status (pending, accepted, rejected)
Convert accepted quotes into invoices automatically
Maintain accurate financial records

Prerequisites

Before creating a quote, ensure:

You have an active Tidify Pro account
Customer details already exist or are ready to be created
Products or services are configured

How to Create a Quote

Step 1: Navigate to Quotes

From your dashboard, click on Quotes to access the quotes management page.

Step 2: Click New Quote

This opens the quote creation form.

Step 3: Select or Create a Customer

Select an existing customer from your client list
Or click Create New Client to add a new customer

Once created, the new client is automatically selected so you can continue without leaving the page.

Step 4: Fill in Quote Details

Enter the required information, including:

Quote title or reference
Validity or expiration date (if applicable)
Notes or special instructions

Step 5: Add Items or Services

Select the products or services to be included in the quote.

Adjust unit prices if needed
Set quantities
Apply discounts or promotions
Select applicable taxes

This ensures accurate pricing and reporting.

Step 6: Review and Save the Quote

After confirming all details:

Click Save Quote to keep it as a draft
Or click Send Quote to email it to the customer

Managing Quotes

Viewing and Updating Quotes

All quotes are listed on the Quotes page
Click any quote to view its details
You can edit quotes that have not yet been accepted

Quote Statuses

Each quote can have one of the following statuses:

Draft – Quote is saved but not sent
Pending – Quote has been sent and is awaiting customer response
Accepted – Customer has accepted the quote
Rejected – Customer has declined the quote

Converting Quotes to Invoices

When a customer accepts a quote:

You can automatically convert the quote into an invoice
No need to manually create a new invoice
The invoice remains linked to the original quote for tracking and reporting

Once converted, the invoice can be sent to the customer for payment.

Important Notes

Accepted quotes cannot be edited
Quotes without customer email addresses cannot be emailed
All financial changes automatically reflect in linked invoices
The only way to make money come into your business data reporting is through invoice payments and through accounting page

Need Help?

If you encounter any issues creating or managing quotes, please contact Tidify Pro Support for assistance.