Create a Quote

admin

3 min read

Updated: December 27th, 2021

There are four ways that you can create a quote in the system.

Via Quotes Menu

1. Go to the Sales tab and click on the Quotes.

2. Click on ‘Create New Quote‘ or ‘Create’

Via Contacts/Leads/Prospects/Customers

1. Select your recipient from the Contacts/Leads/Prospects/Customers pool.

2. Click on the ‘Quote‘   from the floating action buttons.

You can also create a quote by clicking the kebab menu  and select Quotes. Click on ‘Create New Quote‘

Via Companies

1. Go to the Companies tab

2. Select the company account you would like to send an quoteto. Click on the kebab menu  and select Quotes.

3. Click on ‘Create‘ or ‘Create New Quote‘

Via Deals

1. Go to the ‘Sales’ tab and click on ‘Deals‘.

2. Click on the specific deal you want to associate quotes with. You can also use the ‘Search’ box and the filter for an easier search of your deals.

3. Click on ‘Create‘ or ‘Create New Quote‘