{"id":37838,"date":"2026-10-31T02:34:51","date_gmt":"2026-10-31T01:34:51","guid":{"rendered":"https:\/\/www.accountable.eu\/help-center\/what-you-should-know-about-quotes-3\/"},"modified":"2026-10-31T02:34:51","modified_gmt":"2026-10-31T01:34:51","slug":"what-you-should-know-about-quotes-3","status":"publish","type":"help_center","link":"https:\/\/www.accountable.eu\/en-be\/help-center\/what-you-should-know-about-quotes-3\/","title":{"rendered":"What you should know about quotes"},"content":{"rendered":"<p class=\"no-margin font-inter\">Starting a new project with a client? Before you begin, sending a quote is a simple step that sets everything up for success.<\/p>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<p class=\"no-margin font-inter\">A quote helps you clearly outline the expected cost and scope of the work. Your client knows exactly what to expect, and you both move forward with confidence.<\/p>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<p class=\"no-margin font-inter\">Once the work is completed, you can issue an invoice. This confirms what was delivered, the final amount due, and the payment terms.<\/p>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<p class=\"no-margin font-inter\">In this article, you will learn what a good quote contains, how to create and track quotes in Accountable, and how to turn an approved quote into an invoice.<\/p>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_2a24a46c18\"><b>What makes a good quote?<\/b><\/h1>\n<p class=\"no-margin font-inter\">A good quote does more than list a price. It gives your client clarity and shows your professionalism from the start.<\/p>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<p class=\"no-margin font-inter\">After discussing the project (and visiting the site if needed), your quote should clearly outline:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">the services or products included<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">any materials used<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">the amount of work involved<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">taxes<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">any discounts<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880;border-color: #73737633\">\n<p class=\"intercom-align-center no-margin font-inter\">\ud83d\udc49 The clearer you are, the more confident your client will feel.<\/p>\n<\/div>\n<p class=\"no-margin font-inter\"><b>Make sure your quote includes:<\/b><\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Your business details (contact info, VAT number, logo)<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">A detailed breakdown of requested services and products<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Optional or additional offerings<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">The estimated total cost<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">A creation date and an expiration date<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_7ac9f3d452\"><b>How to create quotes in Accountable?<\/b><\/h1>\n<p class=\"no-margin font-inter\">Creating a quote in Accountable is quick and straightforward:<\/p>\n<ol>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Go to the <b>Revenue<\/b> screen<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click <b>Create a quote<\/b><\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Add the required details (client, items, prices\u2026)<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Download your quote as a PDF<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Send it to your client<\/p>\n<\/li>\n<\/ol>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880;border-color: #73737633\">\n<p class=\"intercom-align-center no-margin font-inter\">\ud83d\udca1 Tip: you can duplicate an existing quote to save even more time.<\/p>\n<\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 id=\"h_a87b723973\" class=\"intercom-align-center font-degular\"><b>Making a quote on web<\/b><\/h1>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2218368510\/13be975b76e2e38d814d2cf802cd\/Crate+new+quote+EN+GIF.gif?expires=1793469600&amp;signature=e46135be55884fd807977c5ce143f1e568e16982ea0c6688600c4c60c73c18d5&amp;req=diImHsp4lYReWfMW3nq%2BgQFr7rf5fXgsQIxKOa93BaAZ9fvJ5emV7OzWojOB%0AWbvF9%2BGrtL44EhlK4n9TytBC5nw%3D%0A\" width=\"1280\" height=\"668\" style=\"height: auto\"><\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 id=\"h_ff567d306f\" class=\"intercom-align-center font-degular\"><b>Making a quote with the app<\/b><\/h1>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2218383430\/9b3892dda9cdf9e900c606c82a3b\/GIF+create+a+quote+EN.gif?expires=1793469600&amp;signature=8f590dd1104a95d2d9ab8261403e47c2f09c2a00bfe19ff306bc5cf854fbd7a1&amp;req=diImHsp2noVcWfMW3nq%2BgUhbK6XIv4VYqJEiQLRInwExcRLnmwTq5NJ54M9f%0Avcsd58OZMeBvrW1EYg5NVznfR2E%3D%0A\" width=\"1180\" height=\"2556\" style=\"height: auto\"><\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_6b2164663f\">How to keep track of your quotes<\/h1>\n<p class=\"no-margin font-inter\">Managing multiple clients? Staying organised is key.<\/p>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<p class=\"no-margin font-inter\">From the <b>Quotes<\/b> tab in the Revenue screen, you can:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">view all your quotes at a glance<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">assign a status (Not sent, Sent, Approved, Rejected)<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">filter by status to focus on what matters<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880;border-color: #73737633\">\n<p class=\"intercom-align-center no-margin font-inter\">\ud83d\udc49 You always know where things stand, without extra effort.<\/p>\n<\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2218392189\/c06053954f8468f6dc0e7f5c8845\/Screenshot+2026-03-30+at+10_51_00.png?expires=1793469600&amp;signature=d059241247875cdf7bda3e38e932ea06c1b6e7ecf78d1c605d7939b36e701b7c&amp;req=diImHsp3n4BXUPMW3nq%2BgQUs6fPO0x1Orl7QEJvncIh%2B1gu1iml4axCCbIcy%0ADc9Wi5P9BYwplr2MYHszTOLC4YY%3D%0A\" width=\"782\" height=\"320\" style=\"height: auto\"><\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_ceba5b7c3b\">How to turn a quote into an invoice<\/h1>\n<p class=\"no-margin font-inter\">Once your client approves the quote, you are ready to invoice:<\/p>\n<ol>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Open the quote<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click <b>Make it an invoice<\/b><\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Review the pre-filled details<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Save and send your invoice<\/p>\n<\/li>\n<\/ol>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880;border-color: #73737633\">\n<p class=\"intercom-align-center no-margin font-inter\">\ud83d\udca1 Good to know: each quote can generate one invoice. For multiple payments, simply duplicate the invoice.<\/p>\n<\/div>\n<hr>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_af425618d6\"><b>Frequently asked questions<\/b><\/h1>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Do quotes impact my taxes?<\/b><br \/>No, quotes are not included in your tax or accounting calculations.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Are quotes available on the Free plan?<\/b><br \/>Yes, quotes are unlimited and do not count toward the monthly document limit.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Can I import quotes from another tool?<\/b><br \/>No, quotes need to be created directly in Accountable.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_527b6dfb44\">Key takeaways<\/h1>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">A quote outlines the cost and scope of work before a project starts; an invoice confirms what was delivered and requests payment.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Include your business details, a breakdown of services, estimated cost, and a creation and expiration date in every quote.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">In Accountable, you can create, track, and manage quotes from the <b>Quotes<\/b> tab in the Revenue screen.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Once a client approves a quote, convert it to an invoice in one click with <b>Make it an invoice<\/b>.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Quotes do not affect your taxes or accounting calculations.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">Need help? Chat with us or email <a href=\"mailto:support@accountable.eu\" target=\"_blank\" class=\"intercom-content-link font-inter\">support@accountable.eu<\/a>, we&#8217;re happy to help.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A quote and an invoice are two distinct documents, but both are performed to ensure that you will be paid timely and accurately.<\/p>\n","protected":false},"featured_media":0,"template":"","help_label":[665,574],"class_list":["post-37838","help_center","type-help_center","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What you should know about quotes - Accountable<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.accountable.eu\/en-be\/help-center\/what-you-should-know-about-quotes-3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What you should know about quotes - 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