Create Quotation
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To create a quotation, click on the Create Quotation button.
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A Create Quotation form will open. Fill the Customer & Quote Details section.
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Enter the Billing & Shipping Address details as required.
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Select the Product Name. If you want to add more than one product, click on the Add More option.
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Fill in the Additional Details section, including Bank Details and other important information.
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In Is Send Quotation on Email, choose if you want to send it via email. Select the sender’s Mail ID, enter the Receiver’s Email, add a subject, and review the content.
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Finally, when all details are filled, click on the Save Quotation button. Your quotation will be created successfully.
💡 Pro Tip: Fill Details Carefully
Always double-check customer details, product information, and email IDs before saving the quotation to avoid errors and ensure accuracy.