Before your first quotation
Enter company information
Go to Settings > Company and enter your company details.
This information will automatically appear on your quotation.
Create templates
To avoid formatting every quotation from scratch, create templates with your own text, font, layout and logo. These can be found under Settings > Templates.
Create a new quotation
Use the add button.
1. Create/select customer
Select an existing customer or create a new one.
2. Quotation date and number
Set your quotation date, quotation number, due date and template
3. Description
Here you can fully design your quotation using different line items.
4. Send quotation
Once finalized, send the quotation to your customer.
Customer approval
Your customer receives the quotation by email and can approve it with one click. You will receive a notification by email and in your notifications.
Once approved, you can convert it into an invoice via the yellow “Copy to invoice” button.