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

Step 1.


Navigate to Sales > Quotes and click on the Create quote button.


Step 2.


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


You can now process your 


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