Quotation

A quotation is a formal statement setting out the estimated cost for a particular job or service. It can be found under Invoice app.

Create a Quote

In order to create a quotation, please follow the steps below:

1. Go to the Invoice app
2. Select Quote tab
3. Click + Create Quote
4. Fill in the required information:
   • Name
   • Recipients
   • Products
   • Note (optional)
     • e.g: a Bank account for cheque payment
5. Create Quote
6. Preview or Edit (if needed)

Manage a Quote

Draft

With a Quote, you can edit the content until it is perfect and accepted by your customers.
You can take the below actions:

• Edit
• Send
• Mark as Sent
• Download
• Copy
• Delete

Awaiting

After an invoice is Sent or Mark as Sent, the status is changed from Draft to Awaiting. Then the action list is updated:

• Edit
• Resend
• Accept
• Decline
• Download
• Copy
• Delete

Accepted

Awaiting invoice can be updated to Accepted and can be processed with the following options:

• Invoice
• Resend
• Decline
• Download
• Copy
• Delete

Declined

Awaiting invoice can be updated to Declined and can be processed with the following options:

• Invoice
• Resend
• Accept
• Download
• Copy
• Delete

Invoiced

When the quotation’s status is changed to Invoiced, an invoice is created as Draft in the Invoice tab.