Sending a quote in BillSend takes less than two minutes. Here is how to do it from start to finish.
Step 1 — Create a new quote
From your dashboard, click the orange "New Quote" button at the top of the sidebar. This opens the quote editor.
Step 2 — Fill in the details
- Customer name and email (optional but useful for follow-ups)
- Job type — a short description of the work, e.g. "Bathroom renovation"
- Line items — add each part of the job with a description, quantity, and unit price
- Valid until date — how long the quote is valid for (30 days is typical)
Step 3 — Share the quote
Click "Share" to generate a shareable link. You can copy the link and send it via WhatsApp, email, or any other channel. Your client does not need an account to view it.
Step 4 — Track the response
Once your client views and accepts or declines the quote, you will see the status update on your dashboard.
If you send the same types of quotes regularly, save a template. It will pre-fill your most common line items so you only need to adjust prices and quantities.
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