Learn here how to create a quote
How to get there
- Go to Sales from your toolbar
- Click on Quotes
Management options
A. Edit a quote
- From the list, lick on the three-dot menu (⋮) on the right of the quote you want to edit
- Click on Edit
- Modify the data
- Save the changes
B. Duplicate a quote
- From the list, lick on the three-dot menu (⋮) on the right of the quote you want to duplicate
- Click on Duplicate
- Make changes if necessary
- Save the new quote
Keep in mind that the duplicate quote will have a new numbering.
C. Convert a quote
- From the list, select your quote to access its detailed view
- Hit on the Convert button
- Select the option you need between Invoice, Sales ticket, Pro forma, Sales order, Waybill or Purchase order
D. Export a quote
- Go to the download icon on the top right
- Select the export option that suits you best (Export Excel, Export PDF, Google Sheets, Export items)
