Navigation - Bookkeeping > Click client >Dashboard > +Quote

Watch the video here

Here's more on how to create a quote


It lets the user create a Quotation to be provided to a Customer.

The Quotations No. column shows the various Quotations created. As you click on this a Quotation Details popup will appear where you may view the details and click on PDF icon to download the same. The next column shows the Name of Customer. The Date and Amount column show the Particular date and total amount of the Quotation which is created.

The Action Dropdown lets you take the following Actions:

  • Edit

  • Delete

  • Download PDF

  • Email

  • Create Invoice

This Page contains a ‘Quotation’ button which is listed on the upper left corner of the page. As you click on this button it will redirect you to Create New Quotation page. You may also Export the Quotations so made by clicking on the ‘Export’ button listed on upper right navigation.

Creating Quotes

Viewing Quotes