Create a quote from the Customer page

Use Menu > Sales > Customers to create a quote with the selected customer supplied on the new form. Add the products or services, quantities, prices, discounts, shipping, and billing information, and submit the form to create a uniquely numbered quote.

Before you begin

Create the customer and at least one product or service to quote.

To create a quote from the Customer page

1. Open Menu, and then select Sales > Customers.
2. Select the customer to open the customer page.
3. Select More actions > Create quote.
4. Review the supplied Customer, Contact, Quote date, Sales rep, terms, and addresses.
5. Enter a Quote title, Expiration date, purchase order, or memo when applicable.
6. Select Add item, select each product or service, enter its quantity and rate when required, and add it to the quote.
7. Apply overall or item discounts when applicable and review the shipping and billing information.
8. Select Submit.

QuickStart creates the quote with a unique QU number.