Quotes & invoices

Once you’ve won the visual, turn the project into a quote and then an invoice — all under your branding, without leaving Unformed.

Watch the walkthrough — or follow the written steps below.

1. 1

   Open the project

   Open the job you want to quote from your vault.

2. 2

   Build the quote

   Add your line items and pricing in the project’s quote area so the numbers sit alongside the renders.

   Screenshot: The quote builder on a project.
3. 3

   Send it with the proposal

   Your quote travels with the branded brochure, so the client sees the renders and the price together.

4. 4

   Convert to an invoice

   When the job is secured, generate an invoice — your invoice number increments automatically each time.

   Screenshot: Generating an invoice from a project.
5. 5

   Get paid

   Send the invoice with the payment details from your company profile.