How to access quotes

Quotes let you provide a pricing estimate to a customer before starting a subscription or an invoice.

You can try out quotes in test mode. You’ll be able to draft, finalize, and download test quotes as a PDF. You can also “accept” a quote to see it convert into a test subscription or invoice. This is a great way to try out the product experience.

To finalize, download, or accept quotes in live mode for one-off invoices through the API or Dashboard, you’ll need Invoicing Plus. You can downgrade back to Invoicing Starter at any time by visiting your settings.


When am I charged for quotes?

You won’t be charged for quotes separately. You only pay for the payments resulting from the invoice created from the quote.