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Creating a New Quote
Creating a New Quote
How to create a new quote
Brahm Meka avatar
Written by Brahm Meka
Updated over a week ago

Go to Outbound > New Quote to create a quote. Update the required fields and add the products to the line items for the system to generate the total for the list of products to be quoted to the customer.

Once the quote is Issued or saved it can be printed or emailed directly to the customer by clicking the Actions drop down.

The system also allows you to create a Sales Order directly from the Quote page.

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