How to create a quote

Name: Arkon One: How to create a quote
Duration: 57 s
Description: How to create a quote. A step-by-step walkthrough of the screens, buttons and fields involved.

Next lesson: How to add lines to a quote and what are the line types →

How to create a quote. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open Sales & Customers → Quotes (Quotes) and press New quote. You can also start from a customer's Quotes tab or from an opportunity (New quote) to pre-fill the customer, contact, site and project name.
Choose the Customer and fill Project / job name (required), site, county, dates and rate settings.
Add the lines (see the next questions).
Press Save quote (or Save & keep editing).

Tip

The quote gets a number like Q-8101, status Draft, and is valid for 30 days by default. Owner / Administrator, Office Manager and Sales & Estimating can create quotes.

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