📋Quotes & Invoices
How to create and send a quote
Turn a client conversation into a professional quote in minutes.
A quote is your first formal step with a client — it lays out exactly what you are making, what it costs, and gives the client something to approve before any money changes hands.
1
Go to Quotes and click New Quote.
2
Select an existing client or add a new one on the spot.
3
Describe the order — cake size, flavour, design details, event date.
4
Add line items with prices, or use the Pricing Tool to calculate accurate costs first.
5
Review the total, then send. The client receives a link to view and approve the quote — no account needed on their end.
💡
Use the Pricing Tool before quoting to make sure your numbers actually reflect your ingredient and labour costs, not just a guess.
More in Quotes & Invoices
Converting a quote to an invoiceHow to collect a depositSending payment remindersStill need help with this?
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