Quotes
Send quotes to clients and convert accepted quotes to invoices.
8 articles
Creating a quote
Create a quote in Rebill to share pricing before starting work. Set a validity date, add line items and notes, then convert accepted quotes to invoices instantly.
Sending a quote to a client
Email a Rebill quote to your client and let them accept or decline online. No login required on their end. Learn what your client sees and how to share the quote link.
Converting a quote to an invoice
Once a client accepts your Rebill quote, convert it to an invoice in seconds. All line items and totals carry over automatically. No need to re-enter any details.
Quote statuses explained
Understand what each Rebill quote status means: Draft, Sent, Accepted, Declined, Expired, and Converted. Learn how quotes move through the approval workflow.
Adding terms and conditions to quotes
Attach your business terms and conditions to Rebill quotes. Require clients to accept the terms before they can accept a quote online, and optionally include them in the PDF.
Following up on quotes
Set follow-up dates on Rebill quotes, view all pending follow-ups in one place, track when you last contacted a client, and add private internal notes that only your team can see.
Assigning a quote owner
Assign a team member as the owner of a Rebill quote to track accountability and measure individual quoting activity in team reports.
Sending the quote PDF by email
Turn on the "Attach PDF to client emails" setting so Rebill attaches the quote as a PDF file to the email, giving clients a copy they can save or print without clicking a link.
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