How to make a quote?

Note: If you need to make a Proforma Invoice instead of a Quote, please go to Quotes and select Proforma instead of Quote. The process that is described below applies to both Proforma Invoices and Quotes.

In your Dashboard, go to Quotes.

Click on the green +New button in the upper right corner of your screen.

In your Quote screen, select the Client you wish to make the quote for and then add your quote details.

After that, select +Add New Product, add the quantity and select any applicable discounts and taxes. Click on +Add line.

Repeat this for all products that you wish to send your quote for.

Add any Shipping charges that apply or any Total Discount that you wish to offer your client.

Click on Preview & Send. This automatically saves your quote, too.