FAQs in this section
How can I share a quote?
How can I print a quote?
What is a Quote?
How is a quote important in a Deal Journey?
How can I create a quote from a deal?
How can I add a new section in a quote?
How do I add a product or a service to a quote?
What does the Sync with Deal button do?
Can I sync multiple quotes to a single deal?
How can I generate a sales order from a quote?
How can I generate a purchase order (PO) from a quote?
How can I generate an invoice from a quote?
How can I generate a subscription from a quote?
Can I change the template of a quote?
What is Quantity in Stock?
What is Quantity in Demand?
What is Quantity Ordered?
Can I convert a quote into an invoice?

How can I create a quote?

You can use the New Quote button to create a new quote. You can find it on the top right corner in the Quotes’ List view.

Follow these steps to create a new quote:
  1. Click the Sales tab.
  2. Select the Quotes module.
  3. Click New Quote button.
  4. Fill in all the necessary details.
  5. Click Save.
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