How do I create a quote?

Updated 8 Sep 2026

Click Quotes → Create Quote. Pick a client. Add lines. Click Save Draft or Send Quote.

1. Click Quotes. Click Create Quote.
2. Search for a client, or type a new First name and Email.
3. Add catalog items or a Custom line. Set Qty and Unit price.
4. Set Valid until.
5. Income split only: pick Issued by — company or an agent who has a legal name and IBAN.
6. Click Save Draft or Send Quote.

The client cannot accept the quote in Gatavo. You click Mark Approved, then Convert to Job when you are ready.