Create professional quotations tailored to your client's needs, with detailed information, pricing, and terms. Your clients can now accept quotes with a simple click, streamlining the approval process and saving you valuable time.
Create a quote
- Click Libraries & Tools.
- ChooseQuotes & Offers under Business Tools.
- Click Add New Quote.
- Fill in your Quote information:
- Your company details
- Your client details
- Description
- Payment Instructions
- Terms and Conditions
- Add a product to the quote
- Click Done to save it as a draft.
When an invoice is created, you can change its status and send it to your customer.
