# Professional PDF quotes

> Turn an estimate into a branded, itemised quote your customer can keep.

Source: https://roughfigure.com/help/quotes

Open a lead and choose **Create quote**. The quote starts from the estimate: the price lines come across, and the customer’s answers become the scope of work.

An estimate is a range and a quote is one price, so each line starts at the middle of the range. Change anything you like before you send it.

On the quote you can:

- see the **PDF beside the form** as you type (on a phone, switch to **Preview**)
- choose this quote’s **logo** and **header colour**
- edit the **scope of work**, so it says exactly what you’ll do
- add, change or remove **price lines**, with quantities
- list **optional extras** the customer can add, which aren’t counted in the total
- say what’s **not included**
- turn **tax** (VAT, GST or sales tax) on or off and change the rate for this quote
- set the **expiry date**, which starts at 30 days

Choose **Download PDF**, then email or print it. The PDF uses your logo, colour and business details, and doesn’t mention RoughFigure. Logos and colours you choose on a quote only affect that quote. To set your usual logo, colour and VAT number, go to **Settings → Business details**.

## Send it to your customer

Choose **Send to customer**. They get an email with a private link to read the quote on their phone or computer, download the PDF, and accept or decline it. There’s no account or password for them to set up.

You’ll see when it was sent, when they first opened it, and how they answered. We email you as soon as they do.

- **Accepted:** they type their name and tick a box. The lead moves to **Won** with the quote’s total as the job value, and we keep a copy of exactly what they accepted.
- **Declined:** they can tell you why. The lead stays open, so you can talk to them or send a new quote.

Once a customer has answered, the quote can’t be changed. If the job changes, create a new quote. An accepted quote can’t be deleted on its own, but deleting the lead removes it.

If you change a quote after sending it, the link shows the new version straight away, and someone who had the old version open is asked to read it again before they accept. Optional extras are shown to the customer, but they aren’t part of what they accept, so add them to the quote if they ask.

To stop your own visit counting as the customer opening it, use **See what they see**.

Customers can keep using their link for 12 months after they answer or the quote ends. You can send 200 quotes a day, or 20 a day during your free trial.

## See all your quotes

**Quotes** in the menu lists every quote, with who it’s for, the total and where it’s got to. Use the filters to see the ones **Not sent**, **Waiting**, **Expired**, **Accepted** or **Declined**, or search by name, email or quote number. On a phone, you’ll find it under **Settings**.