This article covers how to create, customize, send, and manage quotes in Keap™. Quotes can be sent to contacts by email or SMS, accepted online by the client, converted to invoices, and tracked by status. The Quotes feature is available under the Money tab.

Create a Quote

1. Navigate to Sales, then select Quotes from the left navigation.

   

   The screenshot above shows the Quotes option in the Keap left navigation.

2. Select Add and choose Quote.

   

   The screenshot above shows the Add button with the Quote option on the Quotes page.

Create a Quote From a Contact Record

1. Navigate to the contact record.

2. Select More.

   

   The screenshot above shows the More button on a Keap contact record.

3. Select Add payment, invoice, or quote.

   

   The screenshot above shows the Add payment, invoice, or quote option in the contact record More menu.

4. Select Add a quote.

   

   The screenshot above shows the Add a quote option on the payment and invoice selection screen.

Customize the Quote

1. Adjust the quote date by selecting the date field and choosing a date from the date picker.

   

   The screenshot above shows the date picker in the Keap quote editor.

2. Select Add line item to choose or add a product or service.

   

   The screenshot above shows the Add line item button in the quote editor.

3. Enter Notes and Terms in the respective sections of the quote editor.

   

   The screenshot above shows the Notes and Terms fields in the Keap quote editor.

Note: Quote progress saves automatically. The save status is displayed at the bottom of the screen.

The screenshot above shows the automatic save status indicator in the Keap quote editor.

Attach Files

Attached files are included in the quote email sent to the client and are saved to the contact record for future reference.

1. Select Attach a file.

   

   The screenshot above shows the Attach a file button in the Keap quote editor.

2. Drag and drop the file into the upload area, or select the area to browse the computer for a file.

   

   The screenshot above shows the file attachment dialog in the Keap quote editor.

3. Attached files appear in a list at the bottom of the quote editor.

   

   The screenshot above shows the attached files list at the bottom of the Keap quote editor.

Send the Quote

1. Select Next to personalize the email before sending.

   

   The screenshot above shows the Next button in the Keap quote editor.

2. Select Send to send the quote as an email.

   

   The screenshot above shows the Send button on the Keap quote email screen.

3. To send the quote as an SMS instead, select the Text toggle.

   Note: Sending a quote via SMS requires the Keap Business Line.

   

   The screenshot above shows the Text toggle on the Keap quote send screen.

4. Customize the pre-written message as needed and select Send.

How the Quote Appears to Clients

The screenshots below show examples of how a quote appears in the email received by the client and the quote display page the client sees after opening the link.

More Actions

The More actions dropdown menu on a quote provides the following options:

The screenshot above shows the More actions dropdown menu on a Keap quote.

• Preview quote — Shows an example of how the quote will appear to the client.

• Convert to invoice — Creates a payable invoice from the quote.

• Copy link to quote — Copies the quote link to the clipboard for pasting into an email or text message.

• Print quote — Opens the browser print dialog for printing the quote.

• Delete — Permanently removes the quote record.

Quote Statuses

• Draft — The quote has not been sent.

  

  The screenshot above shows a quote with Draft status in the Keap quotes list.

• Sent — The quote email has been delivered to the client.

  

  The screenshot above shows a quote with Sent status in the Keap quotes list.

• Viewed — The client has opened the quote.

  

  The screenshot above shows a quote with Viewed status in the Keap quotes list.

• Accepted — The client has accepted the quote.

  

  The screenshot above shows a quote with Accepted status in the Keap quotes list.

• Accepted & invoiced — The accepted quote has been converted to an invoice.

  

  The screenshot above shows a quote with Accepted and invoiced status in the Keap quotes list.

• Invoiced — The quote was converted to an invoice without the client accepting it first.

  

  The screenshot above shows a quote with Invoiced status in the Keap quotes list.

For additional training on quotes and e-commerce in Keap, see the Keap Academy e-commerce training.

Frequently Asked Questions

What does this article cover?

This article covers how to create, customize, send, and manage quotes in Keap, including creating from the quotes list or a contact record, attaching files, and understanding quote statuses.

What is the difference between a quote and an invoice?

Invoices are payable; quotes are not. A quote includes an Accept Quote button that clients can use to accept the quote, after which it can be converted to an invoice. Quotes also support adding terms and conditions, which invoices do not.

Can existing products and services be added to a quote?

Yes. Any product or service already in the Keap account can be added to a quote. New line items can also be created directly in the quote editor and are saved to the product catalog automatically.

Can a quote be edited after it has been sent?

Yes. An edited quote enters an updated state. The client can view the changes automatically on the existing quote link, or the updated quote can be re-sent as a new email.

Can quotes trigger automation?

Yes. The quote status goal can be used to trigger automation when a quote is sent, viewed, or accepted.