Quotation screen - How To's

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Quotation Screen - Common Task

Multiple Ways to Create a New Quote

1. Create a New Quote using the + Menu Button

Click on the + Menu button to open the Add New Record screen. Then, click on Quotes to create a new quotation. You will then be directed to a new tab to create a quotation. Shortcut: Press Ctrl+F5 on your keyboard to create a new quotation.

2. Create a New Quote on the Quotation List Screen

Click on the Sales Menu to see sales related screens. Then click on Quotes to open see the quotation list. On the lower left corner, click the New button to create a new quotation.

3. Create a New Quote on the Sales Quote Screen

On the Quotation List screen, click on any existing quote and then you will be routed to the quotation screen. On that screen, at the lower left corner, click the New button to create a new quotation.