Quotes
Build and send quotes, collect client acceptance and convert them into projects.
Overview
Quotes let you present a scoped list of services to a client before starting work. Your client receives a secure public link and can accept or decline — no account required. Accepted quotes convert into projects in one click.
Note
Free plan users can create up to 3 quotes. Solo and Pro plans have no limit.
Creating a quote
Go to Dashboard → Quotes → New quote.
Quote details
- Client — select or create inline.
- Title — shown on the public quote page (e.g. "Website redesign — Q1 2025").
- Validity date — optional expiry date displayed to the client.
- Description — any contextual information about the quote.
- Payment terms and Footer — pre-filled from Profile → Default document texts, editable on each quote. The payment terms are printed after the totals and the footer at the end of the PDF; both also appear on the client's quote page. A quote keeps its own text: changing your profile later does not change existing quotes. Leave a box empty for no text.
Line items
Add one line per service:
| Field | Description |
|---|---|
| Description | Service name or deliverable |
| Quantity | Number of units or hours (greater than 0; to give something for free, use a discount) |
| Unit | Optional label for the quantity (hours, days, pcs…, 20 characters at most); informative only, never changes an amount |
| Unit price | Price per unit (€) |
| Total | Calculated automatically |
The quote total is the sum of all lines, shown to the client with a breakdown.
Each line can also carry a discount, as a percentage (0 to 100) or a fixed amount (at most the line amount). It is shown under the line description on the PDF and on the client's page. VAT applies after the discount. When you convert the quote into a project, each milestone takes the line amount after its discount.
Quote statuses
| Status | Meaning |
|---|---|
| Draft | Not yet sent — only visible to you |
| Validated | Internal validation before sending |
| Sent | Public link is active — client can view and respond |
| Accepted | Client clicked "Accept" |
| Rejected | Client clicked "Decline" |
| Expired | Validity date passed |
Sending a quote
Once your quote is ready, click Send. This:
- Changes the status to Sent
- Generates a unique public URL
- Sends the client an email with the link Solo / Pro
You can also copy the link manually and send it yourself — useful if you want to add a personal message.
Tip
On the Free plan, the client email notification is not sent automatically. Copy the link and paste it into your own email.
Automatic reminders Solo / Pro
If your client has not accepted or declined a quote, Cliento reminds them by email: a first reminder 3 days after the quote was sent, then one every 7 days, up to 3 reminders. Reminders stop as soon as the quote is accepted, declined or expired.
Editing a sent quote does not delay the first reminder — the countdown starts when you send it. If you send the quote again, the countdown and the reminder count start over.
The client quote page
Your client lands on a clean, branded page showing:
- Quote title and your logo/colors
- Line item breakdown with totals
- Validity date (if set)
- Your notes / terms
- Two buttons: Accept and Decline
No login, no friction.
Accepting and declining
When a client accepts:
- The quote status updates to Accepted
- You receive an email notification Solo / Pro
- A "Convert to project" button appears in your dashboard
When a client declines:
- Status updates to Declined
- You receive an email notification Solo / Pro
- The quote is archived but never deleted
Converting a quote to a project
After a client accepts, open the quote and click Convert to project.
Confirm the project name
Pre-filled from the quote title — edit if needed.
Review milestones
Each quote line item becomes a milestone. You can reorder, rename or remove them before confirming.
Project is created
You're redirected to the new project. The client portal is immediately available.
Tip
Milestone amounts are copied from quote line prices — so your billing is already set up when you start the project.
Export PDF
Solo / ProClick Export PDF on any quote to download a professional PDF version. The PDF uses your logo, brand color and business details from your profile.
Duplicate a quote
Use the button Duplicate to create a copy of any quote. The duplicate is always created in Draft status, regardless of the original quote's status. Useful for recurring project types or proposal templates.