Step 1
Click on add and Add Quotes.
Step 2
Enter contact name where the quotation needs to be sent. Enter all the details.
Step 3
If the contact is not present in your system, click on add as business/Individual.
Then enter all the details and add the contact.
Step 4
Enter the product and all the given details.
Step 5
If product is not available add the product.
Enter all the details for the quotation and click on save.
Step 6
You can view your saved Quotations by clicking on sales and then Quotes.
Step 7
You can edit the Quotation details by clicking on the quotation name.
Step 8
You can view / download and send quotes on email by clicking on the highlighted window.
Step 9
You can export the quotations in excel format by clicking on the highlighted window.
Step 10
You can change the status of the quotation by clicking on the highlighted window.
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