1) Click on the "Add" icon, .

2) Click on "Quote."

3) User fills out “Quote Title.”

4) User selects a customer.

5) User chooses a quote expiration date.

6) User puts in information in “Description.”

7) User makes modifications to invoice items. User can quickly choose from the “Add from Products/Services" list or enter in the item name, description, amount, and quantity. User has the ability to “Save Item” to be used in future quotes.

8) To include additional products and services, click on "Add Row.”

9) If products and services are taxable, mark "Taxable." You can fill in the tax rate and the system will automatically calculate the rate.

10) Include any discounts as needed.

11) User will include “Terms & Notes” such as store, exchange, or return policies. Click on “See Examples” for suggestions.

12) User can attach additional files to the contract such as diagrams, pictures, or a statement of work.

13) Click on “Continue.”

14) The quote is now in "Draft" status. You can do a final review before clicking "Confirm and Send."

15) To edit the draft, click on "Edit."




16) Make the appropriate changes.

17) Click on “Continue.”

18) Carefully review the contract. If the contract looks good, click on “Confirm & Send.”

19) The customer will receive an email notification.

20) The quote's status will be updated to “Pending.”