Creating a Quotation

There are several ways to create a quotation depending on where you’re at in the system.

Quick Actions: Hover over the side-menu on the left and click + Create New

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Quotation List View

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Contact Overview: Click “Create an Offer”

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Estimations: From the estimations page of a contact, you can create a quotation from the layout info or order lines page

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Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.