Quotes

Quotes describe proposed work and pricing before your client agrees to proceed. In TREVY, you can prepare a draft, review the document, issue it with or without an email, and track the client's decision.

From proposal to approved work

1. Create a quote and select the client.
2. Add the work, quantities, prices, tax, and any discount.
3. Check the expiry, payment wording, note, and terms.
4. Preview the quote, then save a draft or issue it. Review the email if you are sending it now.
5. Follow the client's decision, or record their decision in the mobile app when they respond elsewhere.
6. Use the project panel to create the related job or invoice when you are ready.

Issuing, delivering, accepting, scheduling, and invoicing are separate actions. Acceptance records approval of the quote; it does not collect a payment or automatically complete the next step of your work.

Quote guides

Guide	What it covers
Create and edit quotes	Clients, line items, expenses, discounts, tax, expiry, and drafts.
Preview, issue, and send	Final checks, email review, manual delivery, and PDFs.
Client decisions	What clients see, acceptance, rejection, and expiry.
Manage quote status	Find quotes, record decisions, withdraw, cancel, and handle changed scope.
Projects, jobs, and invoices	Continue the work through connected documents.
Photos, files, and activity	Supporting images, visibility, notes, and recorded events.
Quote settings	Default notes, terms, and the footer disclaimer.

For a practice workflow, see Demo documents.