Create quote request

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1. Press the Quotes menu on the top panel and then click "New quote request":

Or you can go to the Quote requests list and press the "New quote request" button:

Specify all the basic details for the request and upload files if necessary:

2. Record the request with the "Save" or "Save & Send" buttons.

If you press "Save & Send", the manager will get the corresponding notification and you will not be able to update the quote request.

If you press "Save", you can send, update, clone, delete the quote request and manage input files by pressing the corresponding buttons:

3. If the manager confirms your quote request, they can convert it to the quote and send it to you.

You get the corresponding notification and can check all the quote details: general information, payment details, taxes, deadline, etc.

Back to the Client quick Start Guide main page.