Approve and send a quote

Approving and sending quotes triggers your configured payment terms (deposits, milestones).

Steps

1. Open the quote from the job or Quotes list.
2. Review line items and total.
3. Click Approve when the customer has accepted.
4. Click Send to customer — CutBench emails the quote using your configured sender.
5. Deposit invoices are created per Payment terms settings.

Screenshot: Quote detail or modal showing Approve and Send to customer actions. (App route: /dashboard/quotes/[id])

Related

• Payment terms
• Payment tracker
• Email settings