How to create a quote, estimate, proforma invoice or sales order
Modified on: Thu, 24 Jun, 2021 at 5:26 PM
Toggle on the quotes feature if this does not appear in your menu.
Navigate to Sales > Quotes and click on the Create quote button.
Fill in the details of the required fields of the quote and select the appropriate Quote type in the drop-down list.
Hit the Save draft button to complete.
All draft quotes will appear in the Sales > Quotes > Draft tab. The type of quote is determined by the prefix shown:
QTE = Quote
EST = Estimate
PFI = Proforma Invoice
SO = Sales Order
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