Create Quote
Create professional quotes for your clients
Step by Step
1
Access 'Quotes' in the side menu
2
Click '+ New Quote'
3
Select the client
4
Set validity date
5
Add items (products/services)
6
Review total and conditions
7
Click 'Save'
Tips
- •Quote prices are frozen at creation time
- •Set realistic validity for your business
- •Add notes with relevant conditions