Documentation on Quotations

How to create your first Quotation

To create a quotation, from the dashboard, select the quotations tab.

Next, click “Create Your First Quotation”.

This is where you fill in the details for your quotation. If you don’t have a client, click the “Add A New Client” button. This will bring up a form to add a new client. You can then fill out the rest of the Quotation.

Once you have finished creating your quotation, click the “Save Quotation” button. The quotation will be created and stored under quotations in your account. Don’t worry if you made a mistake, you can edit the quotation.