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Quotes

Creating a quote

Line-item quotes, uploaded documents, drafts, and per-quote currency.

Last updated

Two ways to build one

The line-item editor lets you add services with quantities and prices. Totals are calculated for you, and a live preview shows what the customer will see. If you already prepare quotes elsewhere, upload the document instead: QuoteGlide wraps it in the same customer page, sending, and follow-up machinery.

The quote editor with line items and live previewScreenshot coming soon

Drafts

A quote stays a draft until you send it. You can leave and come back, and your work is saved as you go. Drafts are listed with your other quotes under Quotes, filtered by status.

Currency

New quotes start in your workspace currency (Settings → General). Each quote keeps the currency it was written in, and you can change it per quote while it's still a draft, useful if you occasionally quote in a second currency.

AI drafting

The AI can draft a quote from a plain-language description of the job, using your trade and your saved services for context. Drafting costs 3 AI credits; every plan includes a monthly credit allowance (see Billing, plans and AI credits).

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