How to Create Quotes in Pulse

Quotes are for work that has not been approved yet. They let you show the client what you plan to do, what it will cost, and what terms apply before turning the work into a billable job.

Start a new quote

Open Invoices and create a new document. Change the document type from Invoice to Quote. Pulse adjusts the document label and numbering style so the client sees a quote rather than an invoice.

Add the client and scope

Choose the client, then add line items for the proposed work. Use the description field to make each item understandable. For example, "Website homepage redesign" is clearer than "Design work".

Add terms and notes

Use the notes and terms sections to explain validity periods, payment terms, deposit requirements, delivery assumptions, or what is excluded. Clear terms reduce back-and-forth before the client approves the quote.

Save before sending

Use Save while the quote is still being prepared. Save keeps the draft private in Pulse and lets you return later to edit pricing, scope, terms, or client details.

Send the quote

When the quote is ready, use the send action. Pulse opens the same email flow used by invoices, so you can send the quote PDF to the client with a message.

When to use a quote instead of an invoice

• Use a quote when the client has not approved the price.
• Use a quote when scope may still change.
• Use a quote when you need a professional document for approval before billing.
• Use an invoice once the client owes money.