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Getting Started With Quotes

This guide walks you through how Quotes work, how to navigate the Quotes dashboard, and how to manage your quotes.


Quotes on Maroo allow you to send clients a professional, itemized price estimate—complete with taxes, discounts, and a customizable payment schedule.

They’re perfect for presenting your services clearly, securing client approval faster, and keeping your workflow organized. You can also save any quote as a reusable template, making it easy to work with recurring clients or repeat project types.

Where to Find Quotes

  • Open your Maroo dashboard.

  • Click on Quotes in the navigation menu.

  • You’ll see a list of all quotes that you have submitted to clients.

What You Can Do With Quotes

Quotes are designed to help you streamline your pre‑booking process. With Maroo Quotes, you can:

  • Create professional estimates with line items, taxes, fees, and notes

  • Customize payment schedules (e.g., deposit + milestone + final payment)

  • Select the payment methods that you want to accept

  • Convert quotes into templates for fast reuse

  • Send quotes directly to clients for review and acceptance
    After creating your template, click Send quote to deliver it to a client.
    You can also send it later anytime from your dashboard.

(Here's how it looks like on your Templates tab)

You can send the quote directly from your Templates tab and it will be delivered to your client just like any other quote. As soon as it’s sent, it will show up in your Quotes tab, where you can monitor its status and manage follow‑ups.

Quote List Details

Each row in the list includes:

  • Client Name

  • Quote Title

  • Accepted On (if the client has approved it)

  • Total Amount

  • Status (Sent or Accepted)

Creating a New Quote

You can easily create a quote using our Templates feature. Templates allow you to start from a pre‑built structure—perfect for recurring services or standardized packages—so you don’t have to build each quote from scratch.

You may check out this help center article for more information on how to create a Quote template: Creating a Quote template

Saving a Quote as a Template

You will be prompted to save the quote as a template during the Create a Quote Template flow. This allows you to turn any quote—new or existing—into a reusable format you can quickly apply to future clients.

When saving a quote as a template, you can:

  • Give the template a clear, descriptive name

  • Adjust line items or structure before saving

  • Reuse the template anytime you create a new quote

This ensures your most frequently used pricing structures are always ready when you need them.

🧭 Tips for Staying Organized

• Use filters to quickly find quotes by status or client.

• Keep quote names descriptive (e.g., Wedding Package – Smith, Corporate Event)

• Convert frequently used quotes into templates to save time.

• Review the Accepted tab weekly to stay aligned with upcoming projects.

Still have questions about Quotes? Contact us at [email protected].


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