Creating a New Quote

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You can create a new quote from either the Quotes List Screen 

 

QuoteListAddNewQuote.png

 

or Customer Details Screen > Quotes Tab

 

CustomerQuoteListAddNewQUote.png

 

In either case use the Add New Quote button in the top right of each screen. From this point on the process is the same.

Enter the initial specifics

1. Select an Existing Company

2. Create a New Company

3. Select and Existing Contact

4. Create a New Contact

Enter any notes or details and click Submit

Once the new Quote is created it will be displayed so you can edit.

AddNewQuoteDialog.png

 

 



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