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Create a quote

Create professional quotations that are tailored to your client's needs, complete with detailed information, pricing, and terms. Your clients can now accept quotes with a simple click, streamlining the approval process and saving both of you valuable time.

Create a quote

  1. Click Your Libraries.
  2. Choose Quotes.
  3. Click Add New Quote.
  4. Fill in your Quote information:
    • Your company details
    • Your client details 
    • Description
    • Payment Instructions
    • Terms and Conditions
    • Add a product to the quote
  5. Click Done to save it as a draft.

When an invoice is created, you can change its status and send it to your customer

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