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Create a new quote

Everything you need to know about creating and sending a quote.

How can we help?

Popular search terms: Api, import, bank account, quote, Gateway

To create a new quote, go to the Quotes menu item, tap on the plus icon on your mobile, or click on “Create new Quote” on the web.

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  • Knowledge Base
  • Getting started
    • Getting started
    • Signing Up
    • Multiple Fiskl accounts
    • Setting up your organisation
    • Navigation in the list screens
    • Navigating Fiskl
    • Available currencies
  • Homescreen Overview
  • Company and Invoice Settings
    • Company and Invoice Settings
    • Enter your company details and logo
    • Set your accounting information
    • Manage your tax settings
    • Edit your default payment info and terms
    • Select language for invoices and quotes
    • Available languages
    • Whitelist your email domain
  • Manage users
    • Manage users
    • Permission levels/user roles
    • View your teams permissions
    • Adding a new user
    • Change user permissions
  • Payment Integrations
    • Payment Integrations
    • Setting up Fiskl Payments
    • Setting up a Stripe account
    • Connect to an existing Stripe account
      • Connect to GooglePay
      • Connect to ApplePay
      • Connect to iDeal
    • Connect to your Paypal account
    • How does my client pay?
  • User menu
    • User menu
    • User Settings
    • Preferences
      • Preferences
      • Default rate for time
      • Default rate for mileage
      • Set time, date, number settings
      • Change appearance of your app
    • Contact support
    • Terms of service
    • Privacy policy
    • What’s new
  • Exporting your data
  • Your day
  • Invoices
    • Invoices
    • Invoice settings
      • Invoice settings
      • Change the default tax invoice settings
      • Change the default language for your invoice
      • Add or change payment method
      • Change currency for your invoice
    • Create a new invoice
      • Create a recurring invoice
      • Edit invoice name, number and dates
      • Add client information to your invoice
      • Add or Edit existing items to your invoice
      • Add new product or service to your invoice
      • Add new expense to your invoice
      • Add new mileage to your invoice
      • Add new time to your invoice
      • Apply reverse tax to invoice items
      • Remove and Duplicate an item
      • Re-order position of items
      • Payment method, info and notes
      • Add/Change discount
      • Add a deposit
      • Add payment schedule
      • Preview and send your invoice
    • Recurring invoices
      • Recurring invoices
      • Create a recurring invoice
      • Duplicate a recurring invoice
      • Disable a recurring invoice
      • Edit a scheduled recurring invoice
    • Recording a payment
    • Search, Filter and view your invoices
    • Understand status’ of your invoices
    • Delete, duplicate, re-send an invoice
    • Print your invoice
    • Edit your invoice and change status
  • Quotes
    • Quotes
    • Create a new quote
      • Create a new quote
      • Edit quote name, number and dates
      • Add client information to your quote
      • Add or edit existing items to your quote
      • Add new product or service to your quote
      • Add new expense to your quote
      • Add new mileage to your quote
      • Add new time to your quote
      • Remove or Duplicate a quote item
      • Re-order position of quote items
      • Applying a discount
      • Preview and send your quote
    • Quote Settings
      • Quote Settings
      • Change the default quote tax settings
      • Change the default language for your quote
      • Change currency for your quote
    • Preview and send your quote
    • Understand status’ of your quotes
    • Edit your quote and change status
    • Convert your quote to an invoice
  • Expenses
    • Expenses
    • Create an expense
    • Search, filter and view your expenses
    • Delete or duplicate your expense
    • Add existing expense to an invoice or quote.
    • Edit an expense
  • Time
    • Time
    • Using the timer
    • Log time and quick save
    • Create new time item
    • Add existing time to an invoice or quote
    • Search, filter and view your time
    • Delete or duplicate your time
    • Edit your time item
  • Mileage
    • Mileage
    • Create a new mileage item
    • Add existing mileage to an invoice or quote
    • Search, filter and view your trip
    • Delete or duplicate your trip
    • Edit your mileage
  • Products and Services
    • Products and Services
    • Create a new product or service
    • View or edit your product/service
    • Search and filter your products and services
    • Add existing product/service to an invoice
    • Delete or duplicate your product or service
  • Other Income
    • Create Other income
    • Create Other income
    • Search, Filter and view your Other income
    • Delete or duplicate your Other income
    • Export your Other income
  • Banking
    • Connect your bank account
    • Connect your bank account
    • Edit your bank account
    • Disconnect your bank account
  • Calendar
    • Calendar
    • View your tasks
    • Create, edit and delete a task
    • Mark task as complete
  • Clients
    • Clients
    • Importing your client from Excel or CSV
    • Import client info from your contacts
    • Add a new client
    • View, edit or delete your client
    • Create a new invoice from your client list
  • Zapier integration
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