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How to send a quote

A quote is written on its own page, sent with a link the client can accept or decline from with no login, chased automatically, and turned into a clean and an invoice when they say yes.

In the app: Quotes 2 min read Last updated
On this page
  1. Write the quote
  2. Ask for a deposit
  3. Send it
  4. The five statuses
  5. Let it chase itself
  6. When the client says yes
app.cleanflo.io/quotes
Quotes Search everything… ⌘K New
Search quotes… Show all quotes
Templates New quote
QuoteClientAmountStatus
QUO-2026-014 Quay Street Studios £2,940.00 Sent
QUO-2026-013 Seaview Cottage £420.00 Accepted
QUO-2026-012 Marine Parade, Flat 3 £260.00 Draft
  1. New quote opens the quote page. New in the title bar does the same from anywhere.
  2. Filter by status: Drafts, Awaiting response, Accepted and the rest.
  3. Open a row to see the quote, its activity and what to do next.
The Quotes page.

Write the quote

Press New quote

On the Quotes page, or New then Quote from anywhere. You can also start one from an enquiry.

Choose who it is for

Under Quote for, pick A client on your books, or Someone else and type a name and email.

Add the lines

Add from catalogue picks your services, add-ons and products at their saved prices. Type over any line. If you have saved templates, Start from fills the lines in one go.

Set the dates and words

Priced until is when the quote expires. Introduction, Scope of work and Terms & conditions start from your defaults and can be changed for this quote.

Save it

Save quote keeps it as a draft. The arrow beside it offers Save & send, which opens the send sheet straight away.

Ask for a deposit

Under Deposit, choose a Fixed amount or a Percentage of the quote, or leave it at No deposit. When the client accepts, the deposit becomes a draft deposit invoice, and the final invoice credits it back.

Send it

Open the draft and press Send quote. The email carries a link that opens the quote with no login, where the client can accept or decline. Tick Also send me a copy if you want one. Copy the client's link on the quote gives you the same link to send another way.

The five statuses

Draft
Saved, not sent. The only status you can delete from.
Sent
With the client, waiting for an answer.
Accepted
The client accepted, from the link or because you pressed Mark accepted.
Declined
The client declined, with a reason, or you pressed Mark declined.
Expired
The priced-until date passed with no answer. Chasing stops. Duplicate it to quote again.

Let it chase itself

A sent quote with no answer is chased twice: after 3 days and again after 7, from your name with your address to reply to. Nothing goes after the client accepts or declines, or once the quote expires. Untick Chase this quote automatically on one quote to take it off, or turn chasing off for every quote in Quote settings.

When the client says yes

Open the accepted quote

It also appears in the dashboard queue.

Schedule this clean

Books the work onto the Schedule from the quote.

Convert to invoice

Starts a new invoice with the quote's lines already in it. If you took a deposit, it is credited back.

Common questions

Does my client need to log in to accept?
No. The link in the email opens the quote with no login. They can accept or decline from it.
Can I change a quote after sending it?
Yes, until it is accepted or declined: open it and choose Edit, then Resend.
Can I delete a sent quote?
No. Only drafts can be deleted, so the record of what you quoted stays complete.
What’s next How to create services and add-ons The catalogue every clean, quote and invoice line is priced from: creating a service, creating an add-on, what the base price and duration do, and where both turn up later.

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