How to create a new quote.

Create a new quote for your clients in your project management and crm account.

Written by Mydev Management Official
17 Aug 2022, 14:17

To create a new quote:

Click on the 'Sales' Tab
Click 'Create New Quote'
Fill in the form and be sure to follow any on screen prompts
Be sure all customer information is already entered from the 'Customers' tab
Click 'Save'