Quote Template

Quote Template FAQs

• How do I create a quote template in Harvest?
  To create a quote template, simply use the invoice generator and customize it with your details. You can include line items, taxes, and discounts.
• Can I convert a quote to an invoice later?
  Yes, once a quote is approved, you can convert it to an invoice directly within Harvest, making billing seamless.
• How do I set up my billing rates in Harvest?
  You can set up billing rates for different clients, projects, or team members in Harvest by navigating to the rates section under your account settings. This allows you to customize how you bill for your time and expenses according to your specific needs.
• Is there a free trial for creating quote templates?
  Yes, Harvest offers a free trial that lets you create and customize quote templates without any upfront cost.
• Can I add my logo to my quote template?
  Absolutely! You can customize your quote template with your logo and other branding elements to make it look professional.
• Can Harvest help me with client communication?
  While Harvest is primarily a time tracking and invoicing tool, it does allow you to send invoices and reminders directly to clients via email. However, it does not have built-in features for comprehensive client communication beyond invoicing.
• What limitations does Harvest have for quote templates?
  One limitation is that you can only have one logo per account. If you need different logos for multiple brands, separate accounts are required.