FAQ's

What is Quote Expiry?
Quote Expiry refers to the period when a quote will remain valid before expiring. A quotation is normally valid for a set period of time. You can add your ...
Fri, 25 Aug, 2023 at 11:37 AM
What are Quote Reminders?
Quote Reminders are your Automated Assistant, following up on quotes that you have created. Reminders can be sent to clients via Email, Text message and it...
Tue, 11 Apr, 2023 at 11:17 AM
How do I view my Quotes?
You are able to view your Quotes in both the Web Portal and in the App. To view your Quotes in the Web Portal > CRM > Quotes, various filters can be ...
Fri, 19 Apr, 2024 at 1:51 PM
Can I Convert a Quote to a Job?
Yes, you can Convert a Formitize Quote to a Job in both the Web Portal and the App In the Web Portal > Open the Quote you would like to convert to a Job...
Tue, 11 Apr, 2023 at 11:22 AM
How do I approve a quote?
A quote status can be changed to 'Accepted' this will not turn it into an Invoice.  On the Web Portal you can edit the quote and select the status o...
Fri, 22 Jul, 2022 at 2:30 PM
How do I convert a quote to an invoice?
A quote can be converted to an invoice in both the Web Portal and the App. In the Web Portal, edit the existing quote > scroll to the bottom of the p...
Fri, 22 Jul, 2022 at 2:28 PM
How do I make an invoice a quote again?
A quote that has been converted to an invoice cannot be converted back to a quote again.  You can archive the invoice and then create a new quote for th...
Fri, 22 Jul, 2022 at 2:42 PM
Can I rearrange line items on Quote?
Once a line item has been added into a Quote it is unable to be rearranged. 
Wed, 3 May, 2023 at 4:09 PM
How do I enable QuoteAccept?
Once you have created and saved a new Quote, then a "Share" option will appear in the buttons at the bottom of your Quote.  Next, select ...
Fri, 17 May, 2024 at 1:22 PM
How do I email a Quote?
When viewing your saved Quote details, at the bottom of the Quote select the View PDF button.  Once you have opened the PDF, then the option to Ema...
Tue, 28 May, 2024 at 11:34 AM