Creating a quote and activated it

The quote system can be used for bigger jobs to send estimation to a client but can be useful on a daily base, instead of ordering or invoicing, you can work with quotes. When you are ready you can transfer it and send it as an invoice to your client. You can add deliverables to your quote, which gives you the possibility to add multiple services and appointments.

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The first step is to open Dashboard and click invoices Step 1 image

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Click on  add Step 2 image

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Select quotes Step 3 image

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Search for your client Step 4 image

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Then  Add Step 5 image

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In the quotes dashboard, enter the information that will go on your quote Step 6 image

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The product section will be for the services or products you will provide Step 7 image

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When you are finished click on save

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You can verify your quote if you need to you just have to click  Display

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If not activate the quote

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You can change your quote if you need by clicking on create a revision

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When you are ready you can convert your quote into an invoice.

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Here's an interactive tutorial for the visual learners

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