Create quote

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New quote page:

There are two ways to create a quote:

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

Quotes menu new Q.jpg

2. Or you may go to Quotes=>Quotes list:

Quotes menu Q list.jpg

Then press the "New quote" button:

New quote button.jpg

In both cases, it will open the New quote page where you can specify all basic details for a new quote:

New quote page.jpg

Confirm all details with the "Create" or revoke with the "Cancel" button.

Note: Managers will be warned while creating a quote for the client with a risk score of 3.0 or less on the Blue Board:

Blueboard warning quote creation.jpg