Create a Quotation

Prepare a professional quote before committing an invoice.

Before you start

Create the client and products or services you intend to quote.

Dashboard → Sales → Quotations

Start from Dashboard, open Sales, and select Quotations. On mobile, open the workspace menu first when the named menu is not visible.

Select New Quotation and a client. Review the information shown before continuing to the next step.

Add items, prices, taxes and terms. Review the information shown before continuing to the next step.

Preview the selected template. Review the information shown before continuing to the next step.

Save or send the quotation. Review the information shown before continuing to the next step.