Quotes allow you to prepare and send estimated costs to clients before work begins. You can customize pricing, collect approvals, request upfront payments, create invoices based on quotes, and track quote status from a single place.
Creating a Quote
There are several ways to create a quote in Kitchen.
From the Sidebar
Hover over a folder in the sidebar
Click the + button
Select More
Choose Quote
From Inside a Folder
Open a folder
Click the Create button in the top right corner
Select More
Choose Quote
Using the Global Create Button
Click the + button at the top of the sidebar on the left
Select More
Choose Quote.
This creates a new quote at the top level of your workspace, outside of any folder.
Once created, the quote editor will open, allowing you to configure the quote details before sending it to the client.
Quote Details
When creating a quote, you can configure the following details:
Quote Name
The quote name appears in the sidebar and folder views as the resource name.
To edit it, click the pencil icon next to the quote name at the top of the page.
Title
The quote title is displayed to clients in the quote preview and final quote.
To edit it, click the pencil icon next to the Title field and enter the desired title.
Client
Select the client the quote will be sent to.
Start typing the client's name or email address and select them from the list.
You can also click Edit Billing Profile to update the client's billing details without leaving the quote.
From there, you can manage the client's:
Contact Information
Business Information
Billing Address
Any changes made here will be reflected in the quote and future billing documents for that client.
Currency
Choose the currency that will be used for all quote amounts.
Sections and Items
Quotes are organized into sections, allowing you to group related items together.
Multiple sections can be added to structure larger quotes.
Within each section, you can:
Add one or more items
Enter a title for each item
Specify the item price
Add taxes or additional charges
Edit or remove existing items
Use Add item to include additional line items within a section.
Turnaround Time
Enter the estimated delivery time in business days, which will be shown to the client in the quote.
Note: The estimated Delivery Date shown in the quote preview is calculated using the selected turnaround time in business days. If the quote remains unaccepted, the Delivery Date will automatically move forward each day to maintain the same turnaround period.
Options
Additional quote settings are available under the Options section.
These include:
Show Accept Button
When enabled, clients will see an Accept button directly within the quote, allowing them to approve it.
Require Upfront Payment
Enable this option if a deposit is required before work begins.
You can specify the upfront payment percentage as part of the quote setup.
Note: When a quote with an upfront payment is accepted, Kitchen automatically generates two invoices: one for the upfront payment and another for the remaining balance.
Preview
The right side of the screen displays a live preview of the quote.
As you update the quote details, sections, items, pricing, and options, the preview updates automatically to show exactly what the client will see.
Sending a Quote
Once the quote is ready, click the Send button in the top right corner.
Note: Before sending, make sure the quote contains at least one item and has a client assigned.
In the Send Quote window:
Select an existing conversation from the Conversation dropdown
Review and customize the message if needed.
Click Send.
The quote will be shared in the selected conversation and its status will be updated to Sent.
A confirmation message will appear in the bottom-left corner of the screen. Click the link in the notification to open and view the conversation where the quote was shared.
Note: All members of the selected conversation will gain access to the quote.
Viewing a Quote
Open any quote to view its details and status.
A quote is divided into three sections:
Preview – displays the quote preview and available actions
Client – shows information about the client associated with the quote
Summary – displays quote details and metadata
Preview
The Preview section displays the client-facing version of the quote along with its current status.
At the top of the page, you will see:
The quote title
Current status (Draft, Sent, Accepted, Expired, Voided)
The associated client
The turnaround time
Depending on the quote status, additional actions may be available:
Resend – send the quote again to a conversation
Edit – modify the quote details
Update Status – manually update the quote status
Download – download the quote as a PDF
Print – print the quote
Client
The Client tab displays information about the client associated with the quote, including their name and email address.
Click on their name to view their profile in the Clients section.
Summary
The Summary tab provides an overview of the quote details, including:
Title
Total price
Turnaround time
Currency
Quote ID. You can copy the Quote ID directly from the Copy button next to it.
Date created
Date sent
Author
Sharing and Access Settings
In the top-right corner of the quote, you'll find the familiar Share button used throughout Kitchen.
Clicking it opens the Share modal, where you can manage both the quote's access settings and the users who can view it.
General Access
You can choose between the following access levels:
Private
Shared with Clients
Internal
The selected access level can be changed at any time.
For more details, see Access Levels and Resource Permissions in Kitchen.
Sharing the Quote
From the same window, you can:
Invite clients, companies, and team members
Change their role or permission level
Remove access when needed
To learn more about sharing resources, see Sharing Resources with Users in Your Workspace.
Note: Sending a quote through a conversation automatically grants access to all members of that conversation. However, you can also share the quote separately using the Share button.
Quote Settings
Click the Settings button in the top-right corner of the quote to access additional options.
Access & Users
Manage the quote's General Access setting and the users who have access to it.
This opens the same Share modal, where you can:
Change the General Access level
Invite clients, companies, and team members
Update user roles and permissions
Remove access
Edit
Open the quote editor to update the quote details, items, pricing, turnaround time, and other settings.
Change Status
Manually update the quote status when needed.
Duplicate
Create a draft copy of the quote, including all sections, items, and settings.
Move
Move the quote to another folder in your workspace.
Download
Download the quote as a PDF file.
Copy Link
Copy a direct link to the quote.
Archive
Archive the quote to remove it from active workspace views while preserving its data.
Archived quotes can be accessed at any time from Browse → Archive.
Move to Trash
Move the quote to the workspace trash.
Quotes can be restored from the Trash until they are permanently deleted after 30 days.
Note: Most quote management actions are also available from the quote's three-dot menu in the sidebar, allowing you to edit, move, duplicate, download, copy link, share, archive, or delete quotes without opening them first.
Viewing All Quotes
You can view all quotes in your workspace by navigating to Browse → Quotes in the sidebar.
From here, you can quickly review key quote information, including:
Quote name
Status
Amount
Client
Author
You can also use the available filtering and sorting options to find specific quotes more easily.
Click any quote in the list to open it and view its full details.
Have more questions? Message support.