How to create a quote

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.