{"id":690,"date":"2021-12-29T11:58:46","date_gmt":"2021-12-29T11:58:46","guid":{"rendered":"https:\/\/help.allbetterapp.com\/?post_type=kb&#038;p=690"},"modified":"2026-07-24T16:33:51","modified_gmt":"2026-07-24T16:33:51","slug":"3-how-do-i-create-a-quote","status":"publish","type":"kb","link":"https:\/\/allbetterapp.com\/help\/kb\/3-how-do-i-create-a-quote\/","title":{"rendered":"3.\tHow do I create a Quote?"},"content":{"rendered":"<p>Professional quotes help you win more jobs and set clear expectations. AllBetter Field lets you create, send, and track quotes in minutes \u2014 directly from your phone or tablet.<\/p>\n<h3>How to Create a Quote<\/h3>\n<ol>\n<li>Open the <strong>AllBetter for Professionals<\/strong> app.<\/li>\n<li>Tap <strong>&#8220;Business Tools&#8221;<\/strong> \u2192 <strong>&#8220;Quotes&#8221;<\/strong>.<\/li>\n<li>Tap the <strong>+ icon<\/strong> to create a new quote.<\/li>\n<li>Select an <strong>existing customer<\/strong> from your CRM, or add a new one.<\/li>\n<li>Add <strong>line items<\/strong> \u2014 include a description, quantity, and price for each service or material.<\/li>\n<li>Add <strong>optional notes<\/strong> (scope of work, timeline, terms).<\/li>\n<li>Tap <strong>&#8220;Send&#8221;<\/strong> to deliver the quote via email or text.<\/li>\n<\/ol>\n<h3>Quote Features<\/h3>\n<ul>\n<li><strong>Professional formatting:<\/strong> Quotes include your business name, logo, and contact info automatically.<\/li>\n<li><strong>Track status:<\/strong> See which quotes are pending, accepted, or declined.<\/li>\n<li><strong>Convert to invoice:<\/strong> When a customer approves, convert the quote to an invoice with one tap.<\/li>\n<li><strong>Edit anytime:<\/strong> Modify line items or pricing before the customer accepts.<\/li>\n<\/ul>\n<p class=\"ab-kb-cta\"><strong>Ready to run your business on AllBetter Field?<\/strong> It&#8217;s free to start \u2014 see plans at <a href=\"https:\/\/allbetterapp.com\/business-software\/\">allbetterapp.com\/business-software<\/a> or sign in at <a href=\"https:\/\/field.allbetterapp.com\/\">field.allbetterapp.com<\/a>.<\/p>\n<p><strong>Still need help?<\/strong> <a href=\"https:\/\/allbetterapp.com\/contact-us\/\" target=\"_blank\" rel=\"noopener\">Contact Support \u2192<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Professional quotes help you win more jobs and set clear expectations. AllBetter Field lets you create, send, and track quotes in minutes \u2014 directly from your phone or tablet. How to Create a Quote Open the AllBetter for Professionals app. Tap &#8220;Business Tools&#8221; \u2192 &#8220;Quotes&#8221;. Tap the + icon to create a new quote. Select [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"kbtopic":[29],"kbtag":[],"class_list":["post-690","kb","type-kb","status-publish","hentry","kbtopic-business-tools-contractor"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Get a Quote Online - Allbetter<\/title>\n<meta name=\"description\" content=\"Get inspired with custom quotes tailored to your needs at Allbetter. Discover motivation and wisdom for every situation. Create your own now!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/allbetterapp.com\/help\/kb\/3-how-do-i-create-a-quote\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Get a Quote Online - Allbetter\" \/>\n<meta property=\"og:description\" content=\"Get inspired with custom quotes tailored to your needs at Allbetter. Discover motivation and wisdom for every situation. Create your own now!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/allbetterapp.com\/help\/kb\/3-how-do-i-create-a-quote\/\" \/>\n<meta property=\"og:site_name\" content=\"Allbetter Helpdesk\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-24T16:33:51+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/allbetterapp.com\\\/help\\\/kb\\\/3-how-do-i-create-a-quote\\\/\",\"url\":\"https:\\\/\\\/allbetterapp.com\\\/help\\\/kb\\\/3-how-do-i-create-a-quote\\\/\",\"name\":\"Get a Quote Online - Allbetter\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/allbetterapp.com\\\/help\\\/#website\"},\"datePublished\":\"2021-12-29T11:58:46+00:00\",\"dateModified\":\"2026-07-24T16:33:51+00:00\",\"description\":\"Get inspired with custom quotes tailored to your needs at Allbetter. Discover motivation and wisdom for every situation. Create your own now!\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/allbetterapp.com\\\/help\\\/kb\\\/3-how-do-i-create-a-quote\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/allbetterapp.com\\\/help\\\/kb\\\/3-how-do-i-create-a-quote\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/allbetterapp.com\\\/help\\\/kb\\\/3-how-do-i-create-a-quote\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/allbetterapp.com\\\/help\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"KB Articles\",\"item\":\"https:\\\/\\\/allbetterapp.com\\\/help\\\/kb\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"3. How do I create a Quote?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/allbetterapp.com\\\/help\\\/#website\",\"url\":\"https:\\\/\\\/allbetterapp.com\\\/help\\\/\",\"name\":\"Allbetter Helpdesk\",\"description\":\"AllBetter the future of home services\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/allbetterapp.com\\\/help\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Get a Quote Online - Allbetter","description":"Get inspired with custom quotes tailored to your needs at Allbetter. Discover motivation and wisdom for every situation. Create your own now!","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/allbetterapp.com\/help\/kb\/3-how-do-i-create-a-quote\/","og_locale":"en_US","og_type":"article","og_title":"Get a Quote Online - Allbetter","og_description":"Get inspired with custom quotes tailored to your needs at Allbetter. Discover motivation and wisdom for every situation. Create your own now!","og_url":"https:\/\/allbetterapp.com\/help\/kb\/3-how-do-i-create-a-quote\/","og_site_name":"Allbetter Helpdesk","article_modified_time":"2026-07-24T16:33:51+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/allbetterapp.com\/help\/kb\/3-how-do-i-create-a-quote\/","url":"https:\/\/allbetterapp.com\/help\/kb\/3-how-do-i-create-a-quote\/","name":"Get a Quote Online - Allbetter","isPartOf":{"@id":"https:\/\/allbetterapp.com\/help\/#website"},"datePublished":"2021-12-29T11:58:46+00:00","dateModified":"2026-07-24T16:33:51+00:00","description":"Get inspired with custom quotes tailored to your needs at Allbetter. Discover motivation and wisdom for every situation. Create your own now!","breadcrumb":{"@id":"https:\/\/allbetterapp.com\/help\/kb\/3-how-do-i-create-a-quote\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/allbetterapp.com\/help\/kb\/3-how-do-i-create-a-quote\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/allbetterapp.com\/help\/kb\/3-how-do-i-create-a-quote\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/allbetterapp.com\/help\/"},{"@type":"ListItem","position":2,"name":"KB Articles","item":"https:\/\/allbetterapp.com\/help\/kb\/"},{"@type":"ListItem","position":3,"name":"3. How do I create a Quote?"}]},{"@type":"WebSite","@id":"https:\/\/allbetterapp.com\/help\/#website","url":"https:\/\/allbetterapp.com\/help\/","name":"Allbetter Helpdesk","description":"AllBetter the future of home services","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/allbetterapp.com\/help\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/allbetterapp.com\/help\/wp-json\/wp\/v2\/kb\/690","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/allbetterapp.com\/help\/wp-json\/wp\/v2\/kb"}],"about":[{"href":"https:\/\/allbetterapp.com\/help\/wp-json\/wp\/v2\/types\/kb"}],"author":[{"embeddable":true,"href":"https:\/\/allbetterapp.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/allbetterapp.com\/help\/wp-json\/wp\/v2\/comments?post=690"}],"version-history":[{"count":0,"href":"https:\/\/allbetterapp.com\/help\/wp-json\/wp\/v2\/kb\/690\/revisions"}],"wp:attachment":[{"href":"https:\/\/allbetterapp.com\/help\/wp-json\/wp\/v2\/media?parent=690"}],"wp:term":[{"taxonomy":"kbtopic","embeddable":true,"href":"https:\/\/allbetterapp.com\/help\/wp-json\/wp\/v2\/kbtopic?post=690"},{"taxonomy":"kbtag","embeddable":true,"href":"https:\/\/allbetterapp.com\/help\/wp-json\/wp\/v2\/kbtag?post=690"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}