Creating Quotes

Table of Contents

Creating Quotes #

Step 1: Start the process of creating a quote #

    1. Go in the quotes section from the side menu on the left of your dashboard or click on the ” + ” of the quote menu icon from the side menu.
    2. In the quotes section, all created quotes will be listed, in the top right corner click the button “Add new quote“.

Step 2: Quote creation #

From Top to Bottom:

    1. Sticky bar section #
      1. Select the language of the quote and email that the client will receive. (can be set by default in settings).
      2. Select the currency of the quote. (can be set by default in settings).
      3. Activate additional columns if needed or available options.
      4. The button “Save Quote” provide you with options to save quote as “Draft” or “Save and send” it or “Save and mark it as sent”.
    2. Header quote section #
      1. You can see the “Status” of the quote and write a “description” of the quote in the available optional field (ex: joe’s annual subscription 2018).
      2. Quote “Document number” can be set manually or left to auto-increment as set in the settings.
      3. Logo section when selected provides you with the options to select another logo instead of default logo (ex: another trademark).
      4. “Issued Date” is set by default on present date, you can manually set the date to another value.
      5. “Due Date” can be set by default in settings or manually set to desired value.
      6. “Purchase order number” provide you with optional tracking data field
    3. To & From quote section #
      1. The “From” section is your company’s information, you can review and select which data will be display on the quote.
      2. The “To” section is your partner’s information, you can select a partner or create it and select which data will be displayed on the quote.
    4. Quote items section #
      1. “Item name field” displays the name of the selected item, you can write, edit or review it.
      2. “Quantity field” displays the quantity of the selected item, you can write, edit or review it. This field does not accept null data, even if the price is “0.00” insert “0”.
      3. “Price field” displays the price of the selected item, you can write, edit or review it. This field does not accept null data, even if the price is “0.00” insert “0”.
      4. “Tax, discount, rate & date buttons” you can set per item a VAT, discount, rate or date, if previously saved or set in settings, these values will be available to choose when selecting them. You can also remove them if desired.
      5. “Create a new item, save & delete buttons” you can create an item, save it or delete it with the available buttons.
    5. Summary quote section #
      1. On the left side is displayed the tax specification table, where all VAT information are displayed.
      2. On the right side is displayed the invoice amounts, with and without VAT and discounts.
      3. You can add a global VAT to the invoice, it will overwrite all the VAT(s) set per item.
      4. You can also add a global discount percentage that will be added on the total of all items.
    6. Footer quote section #
      1. You can add a note or reminder to your client in this field. This field will be visible to your client at the bottom of his invoice.
      2. Invoice is issued by the user creating it, the name is set into the user’s profile.
      3. The invoice is authorized by the user set in the company settings, you can set a custom name in the company settings if desired.

Step 3: Save the quote #

      1. After set your quote as desired, you can save it by using the button “Save Quote” in the top right corner.
      2. The button “Save Quote” provide you with 3 options to save quote as “Draft” or “Save and send” it or “Save and mark it as sent“.

For more information you can open a new ticket at support.lambda-it.me.

Or contact us with the contact form. 

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