- 1
Open Quotations
Go to CRM → Quotations (/crm/quotations), then click 'Create Quotation' (/crm/quotations/new).
Tips- The client must exist before quoting
- 2
Select the client
Choose the client the quotation is for.
What to enter
Field Type Description Example Client* select Client receiving the quotation Ramesh Traders - 3
Add line items
Add services/products with quantity and rate; tax and totals calculate automatically.
What to enter
Field Type Description Example Service / Item* select Service from the catalog — Quantity* number Number of units 1 Rate* number Price per unit 5000 Tax % number Applicable GST rate 18 Tips- Add multiple line items for a multi-service quote
- 4
Save & share
Save the quotation, then view it to download/print or send to the client.
Watch out for- Verify amounts before sharing with the client