- Click on the “Estimates/Quotes” tab in the main menu.
- Click the “Add Estimate/Quote” button.
- Choose the client name,
- Add line items to the estimate/quote, including a description, quantity, unit price, and total.
- Choose if the estimate/quote includes taxes and apply taxes if applicable.
- Choose if the estimate/quote includes a discount and apply a discount if applicable.
- Choose the currency
- Review the estimate/quote and click “Save”.
The new estimate/quote will appear in the list of estimates/quotes within the Estimates/Quotes section.
