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Quotes: Creating

As noted, there are multiple places Quotes can be accessed in the software. For instructional purposes, we will add one from the Clientele menu.

  1. Click Clientele > Quotes > Add Quote. The Customer Quote window will appear.
  2. Each quote requires a customer, expiration date, and one or more items.


    You can also create a quote for Trades.  



  3. After entering required data, click Print if you want to print or email it, otherwise click Save.

    NOTE: If you print, it will display a preview. From here you can select whether to print or email.

Note: Once you click Add Items or Add Trade, the other button will disappear, as you can only have items or trades on a single quote.

Updated on Wed, 04 Feb 2026 by Nathan Brown

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