Steven has responded to this email on the same day he received it.
L et's create and send a quote to Uptown Beauty for supply of the unit and 2 hours of installation time.
Then assume Rachel has accepted the quote and Steve can complete the job that same day.
Let's convert the quote to an invoice.
Adding contact on the fly... rather than taking the long route and adding them using the Contacts page, we can add a contact as we enter the sale.
It’s so much quicker this way.
When creating a quote, you can set how long it's valid for by setting an expiry date.