Creating and sending quotes

Last updated 19 June 2026

Creating and sending quotes

Build a quote

  1. Go to Quotes → New quote.
  2. Add a title, the customer, and line items.
  3. Mark any optional extras as optional so they sit outside the base total.

Send it

Hit Send — Maintn generates a branded PDF and emails the customer a link they can accept online.

Track it

The quote moves through sent → viewed → accepted. An accepted quote can become a job in one click.


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