Quotes & Offers
-
Convert a quote to an invoice
You can convert accepted quotes into invoices with just a few clicks. This feature simplifies your workflow and enhances professionalism
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 6, 2023
-
Delete a quote
You may find yourself in situations where a previously generated quote is no longer relevant due to evolving client needs or project requirements
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 6, 2023
-
Create a quote
You can create professional quotations that are tailored to your client's needs, complete with detailed information, pricing, and terms.
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 2, 2023
-
Quote vs. Invoice
A quote is a document sent to a potential buyer before the work is done. An invoice is a financial document that requests payment when work has been finished.
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 2, 2023
-
Understanding the quote status
In your quote list, you can quickly locate quotes based on the status of the quote or the customer's name.
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 2, 2023
-
Send a quote to your client
You can easily send quotes to clients from your Portfoliobox admin panel. Just hit "send", and your clients will receive a professional quote in their inbox
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 2, 2023
-
How your client accepts the quote
After you send a quote, your client will receive an email containing a link to access the quote, check the details, and print it if they wish.
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 2, 2023
-
Edit a quote
You can only edit the content of a quote if its status is Draft. A quote with the status Sent, Accepted, or Cancelled cannot be edited.
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 2, 2023
-
Duplicate a quote
Craft a quote that serves as a template for proposals. Use the duplicate feature to save time.
Portfoliobox 4 | Learn Business Tools Quotes & Offers | Created on: November 6, 2023
Create your first website
Sign up to Portfoliobox
Create your first page
Summary of page types
Understand Pages, Sections, & Elements
Add content to your website
Add a section to a page
Add an element within a section
Integrations & third-party elements
Add Image and Video content
Duplicate your content
Organise your content
Set a Startpage for your website
Unpublish / publish a page
Change the URL of a page
Understand menu and navigation
Create a link page
Style your content
Margins, padding & position
Edit the mobile version of your portfolio
Ready-made styles
Understand Styles
Publish your site
Preview your website before publishing it
Share your website
Choose a domain name
Connect a custom domain
Account & Subscription
Migration to Portfoliobox 4
Choose the right plan
Upgrade your website
Your subscription
Search Engine Optimisation
What is SEO?
Google Search Console
Improve your website visibility
Add Alt-text to your images
Portfoliobox ${pbVer}: Search Result
-
${data.post_title}
${data.post_meta_description}
${formatDate(data.post_created_at)} | ${data.parent_title} ${data.child_title}