Help Centre

Quotes

Quotes are how you win the work. This guide covers building a quote, pulling prices straight from your product catalogue, sending it for the client to accept online, and turning an accepted quote into an invoice.

Creating a new quote

1 Open Quotes from the main menu and select Create. A new quote opens with a reference already filled in and a valid-until date set 30 days ahead.
2 Choose the client the quote is for.
3 Add your line items (see the next section), then adjust the reference, valid-until date, notes or terms if you need to.
4 Save as a draft to come back to later, or save and send it straight to the client.
5 To save time on repeat work, start a quote from a saved template to pre-fill the lines.

Adding line items from your product catalogue

1 On the quote form, select Add item to add a line.
2 Pick a product from your catalogue and CMA fills in the description, unit price and tax rate for you - or type a one-off description by hand.
3 Set the quantity. The line total and the quote subtotal, tax and total update automatically as you type.
4 Add as many lines as the job needs, and remove any line with its remove control.

Sending a quote to a client

1 Open the quote and select Send.
2 CMA pre-selects every email address held for that client - tick or untick recipients, then confirm.
3 The client receives the quote by email with a link to view and accept it online.
4 Sending a draft marks it as Sent and records the date. If the client has no email address yet, add one to their record first.

Duplicating an existing quote

1 In the Quotes list, choose Duplicate on the quote you want to copy.
2 CMA creates a new draft with the same line items, a fresh reference and a valid-until date 30 days ahead.
3 The copy starts clean - it is not marked as sent or accepted - so you can tweak it and send it as a brand-new quote.
4 This is handy for repeat jobs, or for sending a similar quote to a different client.

Converting a quote to an invoice

1 Once a client has accepted a quote, open it and select Generate invoice.
2 CMA copies the line items, totals and the quote reference into a new draft invoice, with payment due in 30 days.
3 This only works on accepted quotes, and only once - the button disappears after the invoice has been created.
4 From there, review the draft invoice and send it like any other.

Want the bigger picture? See the full feature overview .

Still need help? Email us at [email protected].

Browse all help topics Email [email protected]

Get CMA updates

Tips, product updates, and practical ideas for tradespeople.