How to create Quotes in Sole Tank

Quotes in Sole Tank are built to move with your workflow — from Draft → Sent → Accepted → Invoiced — without retyping a thing.

You can create professional quotes, track their status, and convert them into invoices in just a few clicks.

Everything lives in one place.

From here, you’ll create your quote in three simple steps.

💡 Expiry dates help you follow up and keep your pipeline moving.

This is what your client will see, so keep it clear and professional.

Before sending, you can:

Saving as Draft lets you come back and refine before sending.

Inside the Quotes tab, you’ll see separate status filters:

This makes it easy to see exactly where every quote sits.

To manage a quote, click the three dots (⋯) and choose:

Simple. No messy admin.

Q: Can I edit a quote after sending it?

A: Yes — if it hasn’t been accepted yet, you can edit it. If it’s already accepted, you’ll need to copy it to create a revised version.

Q: What happens if a quote expires?

A: The expiry date is for tracking purposes. You can still update or resend the quote, or create a new one if needed.

Q: Can I duplicate a quote?

A: Yes. Use the Copy option from the three-dot menu to quickly recreate a similar quote. Perfect for repeat jobs.

Q: Does accepting a quote automatically create an invoice?

A: No. Acceptance unlocks the Create Invoice option — you choose when to generate it.

Q: Can I see which quotes have turned into invoices?

A: Yes. The Invoices tab within Quotes shows converted items.

Q: Can I track declined quotes?

A: Yes. Declined quotes remain visible in the Declined tab for reporting and review.