Create a quote to let your client know about the potential deal amount.
How to create a quote
You can create a quote using the same methods as for creating an invoice.
Read more about creating an invoice in the article - How to create an invoice.
How to fill a new quote form
A new quote form is divided into blocks:
- Quote information
Here you need to add general information - name, status, payment deadline and responsible person.Enabling Available to everyone option gives access to the quote for all users with the same CRM role as the responsible person has.
- Client information
You need to specify a client in this block. You can select existing contact/company or create a new one.
After that, you can view brief information about the selected client.
- Products on quote
Select products and configure discounts and taxes in this block.
Actions with the quote
So you have successfully created a new invoice. What's next?
- You can print the quote and send it to the client by mail
- Print plain quote (without signatures and stamp)
- Download the quote as PDF file
- Download plain PDF file (without signatures and stamp)
- Send the quote to the client by e-mail
Also, you can click the arrow next to "Edit" button to generate a deal or an invoice for this quote.
Select the desired option in the drop-down menu.