Starting a new project with a client? Before you begin, sending a quote is a simple step that sets everything up for success.
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.
Once the work is completed, you can issue an invoice. This confirms what was delivered, the final amount due, and the payment terms.
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.
What makes a good quote?
A good quote does more than list a price. It gives your client clarity and shows your professionalism from the start.
After discussing the project (and visiting the site if needed), your quote should clearly outline:
the services or products included
any materials used
the amount of work involved
taxes
any discounts
👉 The clearer you are, the more confident your client will feel.
Make sure your quote includes:
Your business details (contact info, VAT number, logo)
A detailed breakdown of requested services and products
Optional or additional offerings
The estimated total cost
A creation date and an expiration date
How to create quotes in Accountable?
Creating a quote in Accountable is quick and straightforward:
Go to the Revenue screen
Click Create a quote
Add the required details (client, items, prices…)
Download your quote as a PDF
Send it to your client
💡 Tip: you can duplicate an existing quote to save even more time.
Making a quote on web
Making a quote with the app
How to keep track of your quotes
Managing multiple clients? Staying organised is key.
From the Quotes tab in the Revenue screen, you can:
view all your quotes at a glance
assign a status (Not sent, Sent, Approved, Rejected)
filter by status to focus on what matters
👉 You always know where things stand, without extra effort.
How to turn a quote into an invoice
Once your client approves the quote, you are ready to invoice:
Open the quote
Click Make it an invoice
Review the pre-filled details
Save and send your invoice
💡 Good to know: each quote can generate one invoice. For multiple payments, simply duplicate the invoice.
Frequently asked questions
Do quotes impact my taxes?
No, quotes are not included in your tax or accounting calculations.Are quotes available on the Free plan?
Yes, quotes are unlimited and do not count toward the monthly document limit.Can I import quotes from another tool?
No, quotes need to be created directly in Accountable.
Key takeaways
A quote outlines the cost and scope of work before a project starts; an invoice confirms what was delivered and requests payment.
Include your business details, a breakdown of services, estimated cost, and a creation and expiration date in every quote.
In Accountable, you can create, track, and manage quotes from the Quotes tab in the Revenue screen.
Once a client approves a quote, convert it to an invoice in one click with Make it an invoice.
Quotes do not affect your taxes or accounting calculations.
Need help? Chat with us or email support@accountable.eu, we're happy to help.