Creating a Quote
Send professional quotes with line items, validity dates, and your branding.
Steps
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1
Navigate to Quotes
Go to Sales > Quotes and click Create.
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2
Select customer
Choose the customer from the dropdown or create a new one.
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3
Add line items
Enter the items, quantities, and prices you are quoting.
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4
Set validity and notes
Choose the valid-until date and add any terms or conditions.
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5
Save the quote
Click Save to create the quote. You can download the PDF or share the secure link.
Tips
- Quotes can be edited freely until they are converted to an invoice.
- Share the secure portal link so your customer can view the quote online.