To create quotation follow the given steps.

Step 1 - Go to Quotation menu.



Step 2 - On the top right side of your screen, you will find a ‘**Create Quotation**’ button.



Step 3 - By clicking on this button, a dialogue box will appear that allows you to select a client or prospect to whom you want to send the quotation.



Step 4 - Once you have selected your clients’ name, you will be redirected to the ‘Quotations’ page where you will have to input some mandatory information on the top right side of your screen.



Step 5 - To add quotations you must click on ‘**\+ Add New Line**’ button.



Step 6 - It will redirect you to a dialogue box where you can choose which Workflow, Partner, Product, and Branch in accordance to your client’s choice. These details are mandatory.



Step 7 - Once you have selected these details, you will find that a line of the quotation that you have just selected has appeared in the ‘Products List’ Table.



To create a Template, go to Quotations Menu.



Step 1 - On the top right side of your screen, you will find a ‘**Create Template**’ button.



Step 2- By clicking on this button you can specify quotation parameters to create a new template by adding ‘Template Name’, ‘Office’, and ‘Quote Currency’. These details are mandatory if you want to publish a new template.



Step 3 - You can also add Product Info, Description, Service Fee, and so on by clicking ‘**+Add New Line**’ button on the bottom left side of the Product List Table.



It will redirect you to a dialogue box where you can choose which Workflow, Partner, Product, and Branch in accordance to your client’s choice. These details are mandatory.



Once you have selected these details, to save this template click on ‘**Save**’ button

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