Dashboard Quotes Create Quote

Create Quote

Create and send a professional quote to your customer.

Back to Quotes

Customer & Lead

Select the customer and related enquiry or lead.

Select the customer who will receive this quote.
Optional. Link this quote to an existing lead or enquiry.

Quote Information

Set the basic details and validity of the quote.

The system can generate a unique quote number automatically.

Quote Items

Add services, products, quantities and prices.

No items added

Add at least one product or service to create the quote.

Adjustments

Apply discount, tax and other quote adjustments.

Notes & Terms

Add information that should appear on the quote.

Internal Notes

These notes are for your team and are not shown to the customer.

Cancel