To create a quotation from the template, simply
Step 1: Select the Quotation template tab.
Step 2: Find the template you would like to use. Then select Use under the Actions tab
Step 3: Enter the Client’s name
Step 4: New Quotation page with pre-filled information from quotation will be opened.
Step 5: Fill in the Due Date of the quotation
Step 6: Choose the preferred currency.
If you change your preferred currency, please make sure to change the exchange rate as well.
Step 7: If you need to customize this template to suit your customer’s requirements, you can also add another service or remove the available service from here.For this simply click on the box icon under the product info.
You can also edit information in the product list such as Descriptions, Service Fee Amount, Discount Amount and Exchange Rate. For this simply click on the section you require to change.
Step 8: Once everything is done, click Save to save the quotation and go to Active Quotations list.
You can also click Save & Create from the dropdown action, which will save the quotation and then open another Create Quotation page.