Sales
Products, quotes and invoices
Build a product list, send branded quotes and turn them into invoices.
Last reviewed October 3, 2026
Products
- 1Open Products and add a name, price and tax rate.
Create a quote
- 1Open Quotes and select New quote, or start from a deal.
- 2Add products or custom lines, quantities and any discount.
- 3Download the branded PDF to check it.
- 4Mark it sent when it goes to the customer.
Discount approvals
If a discount is above the threshold your admin set in Settings > Currency and approvals, an admin must approve it before the quote can be sent.
Invoices
- 1From an accepted quote, select Convert to invoice.
- 2Set a due date and download the PDF.
- 3Admins can export invoices and payments as CSV for accounting.
Payment processing is not part of Clientwright.