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Create a quote

Steps​

  1. In the left menu, click Sales, then Quotes.
  2. Click New quote.
  3. Select the Client and the Animal, and set Valid until.
  4. In Search products and services, find each item and click Add. Adjust the Quantity, the Unit price or the Discount % if needed.
  5. Click Save.
  6. Click Actions, then Issue quote.

Done​

The quote status changes to issued. An issued quote cannot be edited: to change it, type the reason in Required reason to create a new revision and click Create revision.

When the client answers, register the decision.