Sending is built in.
If you connect your books, eligible quotes can also land there as drafts for you to approve. Optional deposits are paid to your connected Stripe account.
Example business and numbers.
- XeroAvailableA draft quote in Xero, when you send.How Xero works
- QuickBooks OnlineAvailableAn estimate in QuickBooks Online, for no-GST quotes.How QuickBooks Online works
What goes across.
- Customer-facing descriptions and sale amounts, spread in proportion to cost; not your unit costs or margin.
- The contact matched by email, then by name; created if neither matches.
- On send only, not on acceptance.
- Nothing posted as an invoice or a payment.
One active provider per workspace, on both plans.