Only Premium users can easily create clear and professional quotations in just a few simple steps. Here’s how you can do it smoothly:
✅ Step 1: Log in to your account. Go to the Other Documents menu and select Quotation from the dropdown.
✅ Step 2: On the Quotation list page, click the “Add New” button to start adding a new quotation.
✅ Step 3: On the Add Quotation page, fill in all the important details — like customer name, quotation date, terms, and any notes. Next, choose the product name, enter the quantity, adjust the price, and review any discounts or taxes (like GST). Once you’re sure everything looks right, click “Save” to complete your quotation.
That’s it! With just a few clicks, you’ve created a professional quotation to keep your business running smoothly.