Quotescope logo
QuoteScope
Docs
Quote Basics & Workflow

Quote Basics & Workflow

The essentials of creating and managing quotes with QuoteScope's AI-powered system.

Overview

QuoteScope makes quote creation simple: the AI builds professional quotes for you, then you fine-tune and share them with clients. Here's everything you need to know about how it works.

How Quote Creation Works

Creating quotes in QuoteScope is a simple two-step process:

Draft Mode: Your Creative Space

  • Build and experiment freely - nothing is visible to clients yet
  • Let the AI do the heavy lifting with smart content generation
  • Use "Preview" to see exactly how your quote looks to clients
  • Make unlimited changes until you're happy with everything

Published Mode: Ready for Clients

  • Share with a secure link - clients can view and interact with your quote
  • Quote gets locked to keep everything consistent for your client
  • Track client activity - see when they view it and make decisions
  • Professional presentation with your branding and contact details

Need to Make Changes After Publishing?

Once published, quotes are locked (this keeps things consistent for your client).

If you need changes:

  • Create a new quote in the same project
  • Send the updated version to your client with a quick explanation

This approach maintains trust and clarity with clients.

Creating Your First Quote

Ready to try it? Here's the process:

  1. Go to your project in the Dashboard
  2. Click "New Quote" (top right)
  3. Tell the AI about your project - be as detailed as you like
  4. Let the AI build your quote - it'll create professional content and realistic pricing
  5. Fine-tune with the AI Assistant - ask for tweaks and improvements
  6. Preview and publish when you're happy

Most people create their first quote in under 10 minutes!

What Clients Experience

When you share a quote, clients get:

  • Clean, professional presentation of your proposal
  • Interactive options - they can select add-ons and see pricing update
  • Simple decision process - accept or decline with one click
  • All your contact details for easy follow-up

No accounts needed - clients just click your link and view everything instantly.

Quick Tips

  • Be detailed in your project descriptions - the AI creates better quotes with more context
  • Use the AI Assistant liberally - it's great for improving descriptions and adjusting tone
  • Preview before publishing - catch any tweaks you want to make
  • Create new quotes for changes - keeps everything clear for clients

Next Steps

Once you understand the basic workflow:

Import Quotes from XeroCreating Quotes with AI