How to create a quote in QuickBooks

As a small business owner, freelancer, or entrepreneur, you know how important it is to provide accurate estimates to potential clients.

But let’s face it, creating those estimates can be a real headache.

That’s where QuickBooks and PandaDoc can come in.

QuickBooks is all-in-one accounting software that allows you to manage your finances, invoices, and estimates with ease. And the best part?

With the PandaDoc and QuickBooks integration you can add a payment block to your proposals and PandaDoc will automatically request payment after your customer signs.

In this post, we’ll walk you through how to create a quote in QuickBooks. So let’s get started and learn how to create a quote in QuickBooks!

What exactly is a quote?

So, what is a quote in business? In the business world, a quote is an estimate of how much a product or service will cost.

It’s a way for businesses to provide their potential clients with a clear idea of what they can expect in terms of cost before starting a project.

Let’s say you’re a contractor who’s been asked to build a deck.

You’ll need to provide your potential client with a quote that outlines the cost of materials, labor, and any other expenses.

This gives them a clear idea of what they can expect from you and how much they’ll need to budget for the project.

This is where QuickBooks quoting comes in. QuickBooks makes it easier for you to manage your finances, invoices, and estimates with ease.

By creating a professional-looking quote, you can outline the scope of the project, the estimated cost, and any other important details.

What is QuickBooks and what does it do?

QuickBooks is accounting software that lets you manage your finances, invoices, and estimates in one place. 

Here are a few key things to know about QuickBooks:

  • QuickBooks is the world’s leading small business accounting software. With over 5 million users worldwide, QuickBooks is trusted by businesses of all sizes to manage their finances.
  • QuickBooks comes in different versions to suit your business needs. Whether you’re a freelancer, small business owner, or have a larger enterprise, QuickBooks has a version that can help you manage your finances.
  • QuickBooks has a range of features, including invoicing, expense tracking, and payroll management. 
  • QuickBooks quoting software is easy to use. You can create quotes from scratch or an existing estimate, customize them with your business logo and branding, and send them to your client all within QuickBooks.
  • QuickBooks can save you time and reduce errors. By automating many of your financial tasks, QuickBooks can help you stay organized and reduce the risk of mistakes.

Easy-to-follow steps for creating a quote in QuickBooks

Step 1: Log in to QuickBooks and select the customer

The first step in creating a quote in QuickBooks is to log in to your account and select the customer for whom you are creating the quote. 

If you haven’t already set up the customer in QuickBooks, you can do so by clicking on the “Customers” tab and selecting “New Customer.” This will allow you to add the customer’s name, address, and contact information.

Step 2: Select the quote option

Once you have selected the customer, the next step is to select the “Quote” option from the “Create Invoices” menu. This will open up the “Create New Quote” window, where you can start creating your quote.

Step 3: Add products or services

After opening the “Create New Quote” window, you’ll need to add the products or services you are quoting.

You can either choose items from your product and service list or add new ones by selecting the “Add New” option.

You can also add descriptions and quantities for each product or service.

Step 4: Customize the quote

QuickBooks also allows you to customize your quote to reflect your brand by adding a logo, color scheme, and other branding elements.

To do this, you can select the “Customize” option from the “Create New Quote” window and choose from the available customization options.

Step 5: Preview and send the quote

Once you’ve added all the necessary information and customized the quote, you can preview it to ensure that everything looks as expected.

If you’re satisfied with the quote, you can then send it to your customer by selecting the “Save and Send” option. You can choose to send the quote via email or print it out and send it by mail.

Step 6: Save the quote as a template

To save time in the future, you can also save the quote as a template in QuickBooks. This will allow you to quickly create similar quotes for other customers without having to start from scratch each time. 

To save the quote as a template, you can select the “Save as Template” option from the “Create New Quote” window and give the template a name.

Tip:  We’ve already put together some brilliant quote templates that you can use with your clients today!

Do more on QuickBooks with PandaDoc

So, now you know how to create a quote in QuickBooks and that it’s a simple and efficient process that can help you win new clients and build a reputation for reliability. 

And with the integration of PandaDoc and QuickBooks, you can do even more.

The PandaDoc integration lets you easily create, send, and track quotes, contracts, and invoices directly from QuickBooks.

Plus, with the ability to accept eSignatures and collect payments, you can streamline your entire quoting and invoicing process in one place.

What’s more, PandaDoc’s PandaDoc CPQ feature gives you a whole further range of quoting functionality.

You can pre-configure quotes to contain precisely the products and services that will best suit your prospect.

So, you can not only get a quote to them quickly, you can also be sure it will wow.  

QuickBooks is an excellent tool for small business owners, freelancers, and entrepreneurs who want to simplify their finances and streamline their quoting process. 

And with the added benefits of the PandaDoc integration, you can take your business to the next level. So why not give it a try and see the results for yourself?