How to create and send quotes
Before the invoice comes the quote. A quote sets out what you’ll deliver, how much it’ll cost, and when payment is expected so there are no surprises later. In stub, quotes are quick to create, easy to share, and can be turned into invoices in just a click.
Why good quotes stop awkward conversations later
- No more “I thought that included delivery” back-and-forth.
- Your customer knows exactly what they’re signing up for: price, terms, and scope.
- You get written proof of the agreement before lifting a finger.
Clear quotes mean fewer disputes and faster “yeses.” Everyone’s on the same page before work even starts.
How to create a quote in stub
- Go to Sales in the left menu.
- Click the green Invoice button (top right).
- From the dropdown, choose Quote.
- Fill in the basics:
- Quote number (auto-generated in sequence)
- Date and Due date
- Customer (select or add a new one)
- Products or services, descriptions, quantities, and prices
- Notes or terms, like “Valid for 14 days” or “50% deposit required on acceptance.” You can also set these up in Business settings to appear on all new quotes automatically.
5. Optional: tick Discount, Purchase Order, or Deposit in the left sidebar if you want to include these sections.
6. Click Save.
💡 Tip: Adding an expiry date keeps quotes from going stale and helps you manage follow-ups.
How to send the quote
When you’re ready, you can send the quote straight from stub or share it your own way:
- Send by email: Click Send, and stub emails your customer a clean, professional quote.
- Download as PDF: Share via WhatsApp, email, or print if needed.
- Copy link: Grab a direct link and paste it into your usual chat app.
Once sent, your customer can view and accept the quote online.
Tracking quote status
You’ll see your quote’s current status on the right-hand panel:
- Mark as accepted: When your customer agrees to the quote.
- Mark as rejected: If they decline it or you lose the deal.
stub keeps a record of each status so you can track which quotes are open, won, or lost.
Converting a quote into an invoice
Once your customer accepts the quote:
- Open the quote in stub.
- In the top right corner, click the three dots (⋯).
- Select +Invoice to create an invoice that’s a copy of the quote.
- Review the details (due date, VAT, payment instructions).
- Click Send to issue the invoice, no retyping needed.
Tips for quotes that actually close deals
- Spell out what’s included (and what’s not): Avoid misunderstandings about scope.
- Add expiry dates: Create a sense of urgency and keep pricing relevant.
- Keep it sharp: A clean, branded quote looks professional and builds trust.
- Follow up: A quick, friendly reminder often turns “thinking about it” into “yes, please.”
Quotes aren’t just placeholders. They set expectations, protect you, and make it easier for customers to say yes. With stub, they’re simple to create and even simpler to turn into invoices.