Quotation Entry

1. Create a new quotation

1.1. Creating a quotation without a job

1. Navigate to the Quotes tab in the middle menu of the Company module (see more details in the Company quotation).
2. Click the plus icon located in the quotes header.
3. All details — including Company, Contact, Billing, Shipping, and Tax (based on the Shipping Address) — will be automatically filled according to the company setup.

1.2. Creating a quotation in the job

1. Navigate to the Quotes tab in the middle menu of the Job module (see more details in the Job quotation).
2. Click the plus icon located in the quotes header.
3. All details — including Company, Contact, Billing, Shipping, and Tax (based on the Shipping Address) — will be automatically filled according to the company setup.