Create and send a quote
Build a priced offer with the right customer, site, dates, and equipment, then send or share it with the customer.
Before you start.
- Create the customer and job site.
- Add the products and rates you plan to quote.
Steps.
Start the quote
Take me there →Open Rentals, start a new quote, and choose the customer, job site, contact, and rental window. Use Open-ended only when the customer has no fixed end date.
Start from Rentals to find existing work or begin a new quote.
Open full-size screenshot (new tab)Add lines and review pricing
Add products, quantities, rates, fees, and logistics. Review the displayed total and availability before saving.
A quote should have at least one priced line before it is sent to a customer.
A quote starts as a draft with customer, rental window, lines, and pricing.
Open full-size screenshot (new tab)Send or share the quote
Open the saved quote and confirm the customer-facing details. Choose Send Quote, or open Quote actions and choose Email Quote or Shareable Link. Verify the quote status and delivery history after sending.
note
Sending a quote does not reserve a unit by itself. Review availability again before accepting, reserving, or converting it.
Common problems and recovery.
The quote dates will not save.
Use either Open-ended or a valid end date after the start date, not both.
The customer did not receive the quote.
Check the billing/contact email, review send history, and create a fresh secure share when appropriate.
Continue in EquipFlow.
Open the product to do the work, or contact support if the saved information does not match what this article describes.
Last reviewed 2026-07-10 against EquipFlow product commit 65a153c3f.