Perform the following steps to create a new 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.
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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. |
💡 The Discard button in the Create New Quotation page allows users to discard a quotation that they have been working on before it is saved as a quotation in the backend.