Creating Your First Quote or Invoice
How the Invoice & Quote Studio works, from line items to a shareable PDF.
What the Invoice & Quote Studio is
A built-in document system for creating quotes and invoices with line items, tax, discounts, and terms — generating a real branded PDF with your logo and a scan-to-view QR code, and a shareable public link that needs no login to view.
Why it's built into the CRM rather than a separate app
A quote that starts life linked to a contact and deal means it's part of the same history as everything else you know about that relationship — you're not re-typing client details into a separate invoicing tool, and a won deal can become an invoice without starting from scratch.
When to create one
As soon as a deal is far enough along to warrant a formal quote, or immediately once a deal is marked Won and needs invoicing.
How to create a document
- Go to Invoices & Quotes → New Document.
- Choose Quote or Invoice, and pick an existing contact/company or type client details manually.
- Add line items, adjust tax (defaults to 15% VAT, configurable in branding) and any discount, and add terms.
- Save — this generates a document number using your configured prefix (default INV/QUO) and a downloadable PDF.
- Change its status as it progresses: Draft → Sent → Accepted/Paid, or Expired/Cancelled.
- Share it via the public link — see Sharing a Public Invoice or Quote Link.
Before your first document, set up your branding — see Setting Up Your Business Branding — so your logo and color are correct from the start, and Invoice & Quote Settings for VAT, banking, and numbering.