Quotes: line items, tax, and HTML download

The Quotes view builds Pro line-item quotes without leaving LeadFlow. Add line items, let it calculate subtotal, tax, and total, then download an HTML copy or mark the status Sent / Accepted / Rejected. Mark as sent does not email the file.

Create a quote

1. 1Open the Quotes view and click New quote.
2. 2Attach the quote to the right lead.
3. 3Add line items — each with a description, quantity, and price.
4. 4Review the subtotal; add tax if applicable.
5. 5Save. The quote starts in Draft status.

Quote statuses

• Draft — still being edited.
• Sent — you marked it sent. LeadFlow does not email the quote.
• Accepted — you marked it accepted; move the lead to Won in the pipeline if the deal closed.
• Rejected — you marked it rejected; use the Lost playbook if you still want a follow-up.

Mark sent or download

• Mark as sent — sets status to Sent. It does not email the quote.
• Download — saves an HTML file you can open, print, or attach yourself.
• Updating a quote's status also shows up on the lead's Quotes tab.

Next steps

• See quotes inside the lead record.
• Move accepted deals to Won in the pipeline.
• See tagged win rate and revenue in analytics.