Creating a Quote is as EASY as.

Creating a Quote is simple and can either by done on this system or via the App (which you have obviously downloaded by now).

Functions of the Quote:

Choose the colour of your Quote

Import your Logo or Corporate Image

Your Address and ABN should automatically populate, if they are not there you'll need to head back to the home page and use the EDIT button next to your Business Name.

TRICKY BIT - make sure you choose the TYPE of Quote, either an Item Quote or a Service Quote.  

Follow the prompts to complete the rest of the quote.

Note the VALID TILL date.  This places a time limit on the validity of the Quote.

Notes can be attached to the Quote.  And whatever notes you use, they will be saved for future Quotes.  You can change the notes on any Quote.

Once completed you can SUBMIT the quote which means it's being recorded or you can SEND EMAIL the quote straight to your potential customer.