Transcript

Step 1: Enable the Quotation Option
Go to Settings → General Settings and make sure the Quotation option is turned ON.

Step 2: Open the Quotation
Go to Home, click Sale and select Estimate / Quotation, or use the shortcut Alt + M to open the form quickly.

Step 3: Add Customer Details
Enter the customer name.
Choose from saved customers or create a new one by typing the name and pressing Enter.

Step 4: Add Items and Prices
Select items and set quantity, price, discount, tax, and amount.
Add all required items one by one.

Step 5: Add Extra Details and Terms
Use the description box for notes.
Upload images if needed.
Apply saved terms and conditions for the quotation.

Step 6: Save, Share, and Track
Check the total amount and apply round-off if required.
Save the quotation.
Share it via Email, SMS, or WhatsApp, download a PDF, or print it.
Track and convert it into a sale from the Sales section.

A business quotation helps you clearly show prices, items, and terms to your customer before a sale.
By enabling the option, adding customer and item details, applying terms, and sharing them properly, you can manage quotations easily and keep better control over your sales process.

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