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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