Send your first quote – Getting started

Creating a quote is easy, start from your Dashboard:

  1. Hit ‘New quote’ (top right). 
  2. Choose who you wish to send the quote to, either:
    • search for an existing contact by name or email address (this could also be their company name)
      or…
    • create a new contact by hitting the 'tab' key or the 'New contact' result, then enter their first name, last name and email address.
  3. Give your quote a descriptive title.
  4. Search for (lookup) …or… create some price items. 
  5. Search for …or… create some text items, for things like terms and conditions.
  6. Hit ‘Save, view quote’.
    If you're not ready to send your quote straight away you can save it and it will remain in draft, where you can come back to it later.
  7. Have a look over the quote, then hit ‘Send...’. 
  8. Preview the email message, make any changes then hit 'Send now'.
  9. The quote has now been sent and is awaiting acceptance!

 

Other things you can do while editing a quote

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