In this article, we explain step by step how to create and send a quote. We also show the possible settings.
Table of contents
Note! You need the administrator role to create, send, or modify the settings.
How do I create a quote?
Create a new quote.
Under Financial → Quotes, you can create a new quote via +new quote.
Select the customer.
Then select the customer. If the customer is not yet listed, create it under relationships.
Fill in the quote.
The customer and quote details will be filled in with the customer's data. These come from relationships.
You can then add quote lines by clicking on +new line. You have the following 3 options:
Empty. Here you create the description of the line yourself.
Hours. Here you can choose an activity.
Expenses. Here you can choose a product.
With +Discount or +Surcharge, you can add a percentage discount or surcharge. Do you want to apply a discount or surcharge with a fixed price? Then add it as a quote line.
How do I send a quote?
For sending a quote, you have the following 2 options:
-Manually send. This marks the quote as sent. You can now download the quote and attach it as an attachment to an email.
The quote status changes from draft to outstanding. Furthermore, the quote is given a quote number.
-Send by email. This way, you send the quote from the system. You can include a web quote so that the customer can sign it online immediately. Easy does it!
Quote settings
These settings can be found under the gear → settings → quotes.
Here you will find the different settings related to the quote. For example, you can create the quote language, prefix, start number, default description, and layout.