Create a Quote

You can add quotes to a job based on the price estimates and product quantity in your job budget.

To create a quote:

  1. Under the Jobs menu section, go to Jobs > Quotes
  2. Use the search filter and/or the Search field to select a job.
    Note: If you want to enter additional remarks for a specific document, you can fill out the Remark field for that document in the Documents tab. Click Save, or press ENTER to save the information.
  3. To add quote lines, click + Add Quote Line.
  4. Enter the necessary details for your quote line.
  5. Click Save.