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Quotes & Proposals (beta)

Quotes & Proposals (beta)

Create, send, review, revise, and manage client quotes in Timesheets.com.

Set Up Quotes and User Access

Quotes is a company-enabled feature for creating and managing client proposals. Before employees can create quotes, an administrator must enable...
Create and Edit a Quote

Create a quote New quotes receive a quote number based on your company’s numbering settings. The expiration date defaults to...
Send or Preview a Quote

Preview a quote Select Preview Quote to open the client-facing layout in a new tab. The Accept, Reject, and Request...
How Clients Review Quotes

Clients open the secure link in the quote email. They do not need a Timesheets.com account. The review page displays...
Manage Quote Statuses, Versions, and Archives

Dashboard tabs The Quotes dashboard organizes work into these tabs: The All tab does not provide row checkboxes or bulk...
Change Log, Notifications, and Acting for a Client

View the Change Log The Change Log on the quote form is a read-only, newest-first timeline. Anyone who can open...