How To Create a Quote-Contract-Invoice

Combined documents in 17hats let you send a quote, contract, and invoice together so your leads can go from inquiry to booked client with one link. In this tutorial, we'll create a combined Quote, Contract, and Invoice from inside a project, see how to make changes, save the whole thing as a template for future use, and use Live View to see exactly what your lead sees as they move through each step in order. Three separate emails become one link, and your newest client can pay you before you've even thought about sending an invoice.