Create a new estimate/quote

  1. Click on the “Estimates/Quotes” tab in the main menu.
  2. Click the “Add Estimate/Quote” button.
  3. Choose the client name,
  4. Add line items to the estimate/quote, including a description, quantity, unit price, and total.
  5. Choose if the estimate/quote includes taxes and apply taxes if applicable.
  6. Choose if the estimate/quote includes a discount and apply a discount if applicable.
  7. Choose the currency
  8. Review the estimate/quote and click “Save”.

The new estimate/quote will appear in the list of estimates/quotes within the Estimates/Quotes section.