Create Quotation Instructions

• Step 1

  To create a quotation, click on the Create Quotation button.

• Step 2

  A Create Quotation form will open. Fill the Customer & Quote Details section.

• Step 3

  Enter the Billing & Shipping Address details as required.

• Step 4

  Select the Product Name. If you want to add more than one product, click on the Add More option.

• Step 5

  Fill in the Additional Details section, including Bank Details and other important information.

• Step 6

  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.

• Step 7

  Finally, when all details are filled, click on the Save Quotation button. Your quotation will be created successfully.