Tag
quotes
· 5 min read
Build a Project Quote Your Client Can Sign Off On
A step-by-step walk from building a project quote to the moment your client types their name to accept it, then turning that into an invoice.
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· 5 min read
Convert Currency Before You Quote a Foreign Client
How to convert your price into the client's currency, decide which currency to bill in, and build a rate buffer so you don't lose money before the invoice is even sent.
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· 4 min read
What a Valid Until Date Does on Your Quote
A plain answer to how the valid until date protects your quote pricing and how a client accepts by typing their name.
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· 4 min read
When to Send a Quote Instead of an Invoice
Send a quote when the price or scope isn't locked yet, and go straight to an invoice when it is. Here's how to make that call fast.
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· 5 min read
Billing Fixed-Fee Projects When Harvest Wants Hours
If your project is a flat fee but Harvest keeps pushing you toward tracked hours, here's a workflow for quoting and invoicing milestones without pretending to bill by the hour.
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· 5 min read
What to Put on a Quote So It Actually Gets Accepted
A quote that gets accepted is not the cheapest one. It is the one that answers every question the buyer would have asked next.
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· 5 min read
From Accepted Quote to Approved Invoice, Step by Step
Walk through the exact steps to move from an accepted quote to a locked, approved invoice without retyping a single line item.
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