Send a quote
Create a quote, send it to your customer for approval and turn it into an invoice once they approve.
A quote lets your customer review and approve the price before you bill them. Once they approve, you can turn it into an invoice in one step.
Create and send a quote
- Select Create, then Quote.
- Choose the customer and add items, discounts, surcharges and taxes, just like an invoice.
- Send the quote, or save it as a draft.
Your customer gets a link where they can approve or reject the quote.
Find your quotes
All of your quotes are on the Quotes page. You can search the table and filter it by fields such as date sent, quote status and quote amount.
Quote statuses and actions
| Status | What it means | What you can do |
|---|---|---|
| Draft | Created, not yet sent | Edit, Send Now, Delete |
| Sent | Sent to your customer | Edit, Resend, Share Link, Cancel |
| Approved | Your customer approved it | View Details, Convert to Invoice, Share Link, Cancel |
| Invoiced | Converted to an invoice your customer can pay | View Details, View Invoice |
| Rejected | Your customer rejected it | View Details, Share Link |
| Canceled | You canceled it | View Details |
You can edit a quote until your customer approves it. If you don't see Edit, check the quote status.
Turn an approved quote into an invoice
- Find the approved quote on the Quotes page.
- Select Convert to Invoice.
- Review the invoice and issue it.
Sales tax on quotes
Taxes work the same way on quotes as on invoices. See Sales tax.
Need help? Email support@finli.com.
Updated October 22, 2026