Toggle on the quotes feature if this does not appear in your menu


Step 1.


Navigate to Sales > Quotes 


Quotes


Step 2.


Click on the Create quote button.


Step 3.


Fill in the details of the estimate and select Estimate in the Quote type drop-down list.


Hit the Save draft button at the bottom.




The estimate will now appear in the Draft tab and can be processed as appropriate.


Draft


For additional help, click here to view all our training options.


Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


Alternatively, visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.