Create A Quotation

Step

Description

1

To create a new quotation, fill up all mandatory fields.

💡  Optional fields can be skipped and left blank

2

Click on Create Quotation to complete quotation creation.

3

A pop-up will prompt you to email the newly created quotation to the customer.

1. Enter customer’s email [if not auto-filled]
2. Enter contact email [if not auto-filled]
3. Select one of the following options:
   • Skip to close pop up without sending
   • Send to forward the newly created quotation to the customer’s email address.

4

Quotation will be created successfully and now be listed in the quotations list in the main Quotations page once “Created successfully” notification is shown at the top right corner.

💡  Once a quotation is successfully created, it cannot be deleted from the Backend Portal.