How to create quotation

Please note before you create quotation make you already added your client 


  1. From left panel click on Quotes 
  2. Click on New Quote
  3. Follow the screen prompt 
  4. Select client from the drop down box
  5. Select Quote date and due date
  6. To add product > click drop down arrow in the product box, type the name of your product 
  7. Input number of quantity in QTY box
  8. Add unit price, it will automatically multiply it by number of quantity to the amount 
  9. Click add button to add another product and continue like that till you finish adding your product.
  10. Click + Add Note & terms to give instruction and terms
  11. When you are done click save button. 

We use cookies to personalize your experience. By continuing to visit this website you agree to our use of cookies