Watch the video: How to Use the Quote Module - Tutorial

Hover the mouse over the different menu options. If the cursor changes to a hand (), then click to go to the subject.

To get started go to Add / Edit a Quote or to Quote Lookup.

Quotation Software.

Create price quotes to send to a client or customer.

The use of quote templates to generate quotations are fully supported. A quote template contains item(s) customers/clients often request, by creating templates these quotes can be generated over and over again and making small amendments such as quantity or notes.

Quotes can also be printed as Pro Forma Invoices.

Quotes can be converted to invoices, job cards or sales orders.

Below is an image of the Smart-It Accounting menu for its quotations.

Si+ allows you to design your own quotation forms, for instance, if you don't want to display grand totals because you are giving the client more than one option on the same quote.