Please note before you create quotation make you already added your client
- From left panel click on Quotes
- Click on New Quote
- Follow the screen prompt
- Select client from the drop down box
- Select Quote date and due date
- To add product > click drop down arrow in the product box, type the name of your product
- Input number of quantity in QTY box
- Add unit price, it will automatically multiply it by number of quantity to the amount
- Click add button to add another product and continue like that till you finish adding your product.
- Click + Add Note & terms to give instruction and terms
- When you are done click save button.