When you create a sale, you can save it as a quote. This quote can then be downloaded as PDF or directly emailed to the customer.
Have a look at similar frequently asked questions or visit our FAQs page for more information
Is there a way to re-upload a material list, and make all items unmanaged?
How do I add admin related notes for a patient?
Does Tidy support 2500+ clients and 4000+ contacts in the client/contact center?
Do Sales reports in TidyWork show VAT?
Can refunds or credits be processed for Purchase Orders that haven't been received?
