How to put a quote together

  1. On your SumUp profile, click on “Invoices” in the left-hand panel.

  2. Select ”Quotes” and then “New quote”.

  3. Define a date and add a quote number.

    Note: Once set, future quotes will follow this sequence until you change it.

  1. Either select an existing customer from your customer list or add customer information to the relevant boxes.

  2. Next, add an item to your quote either by selecting one from your item catalogue or by filling out the relevant boxes, including item name, quantity, and price.

  3. You can use “Add line” to add more items as needed.

  1. Select whether you want to show gross or net prices using the toggle, apply any relevant discounts to the quote, and use the language selector to choose the language you'd like your quote displayed in.

  2. Add a note or terms and conditions to your quote under “Quote terms”. Optionally, click “save as default” to keep your text for next time.

  3. Drag and drop files into the “Attachments” section to attach them or click the blue paperclip symbol to select and attach them.

    Note: There’s a 5MB limit for individual files and a total size limit of 10MB.

  1. When you’re ready, click “Complete Quote” to finalise your quote.

    Note: You can easily edit a quote by clicking the three dots in the top corner and selecting "Edit".

  2. Hit “Send” in the top corner for the option to amend the recipient’s address and edit the subject line and body of the email. You also have the option to download or print your quote.

    Note: Add multiple recipients by adding multiple addresses separated by commas.

  3. Click “Send Quote” to send the email and quote. The quote will be visible immediately in your quote history.

Note:

You can save a quote as a draft at any time by clicking “Save” or preview it with “View”.

Turn a quote into an invoice

If your customer accepts the quote, you can update the quote's status by selecting the quote in the quote history and clicking "Accepted by Customer". You’ll then be able to convert your quote into an invoice by clicking “Convert to Invoice”.

You can find tips on sending invoices with your SumUp profile in our handy guide. You can also send invoices via the SumUp App.