When to Use Quotes
Quotes (or estimates, depending on your industry) are perfect when:
Creating a Quote
From the Quotes section, start a new quote and fill in the details:
Client Information
Select an existing client or add a new one. Their details will populate automatically.
Line Items
List out everything you're proposing:
Be specific here. A detailed quote sets clear expectations and reduces back-and-forth later.
Review and Send
Preview your quote to make sure everything looks right, then send it to your client. They'll receive a professional-looking document they can review at their convenience.
From Quote to Invoice
Here's the best part: when a client approves your quote, you don't have to recreate everything as an invoice. Just convert the quote directly. All the details carry over, and you're ready to bill in seconds.
Good to know: Quotes in BGinvo are free forever-even on the free plan. Create as many as you need to win business.