CREATE A QUOTE
1: From your Dashboard click on: +Create New Quote
2: Fill in all the required details on the Create New Quote page
3: Submit Quote.
4: From your dashboard go to ‘Quotes’ under ‘Jobs and Bookings’
5: View your quotes from newest to oldest.
EDIT A QUOTE
1: From your Dashboard go to ‘Quotes’ under ‘Jobs and Bookings’
2: All quotes are allocated with a quote number, click on the quote number to open the quote
3: In the top right corner, select 'Edit Quote'. This enables you to change the $ value.
4: Please fill in all the required details
5: ‘Save Quote'
6: Click 'Email Customer'
7: When your customer approves the quote, click 'Convert to Order' top right.