How do I create a New Quote? : Formitize Help Desk

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How do I create a New Quote? Print

Modified on: Wed, 13 Nov, 2024 at 10:50 AM

There are a number of ways to create a Quote,

From within the Web Portal, go to Accounts > + New Quote or select + Quote from the 'Add New' section of the dashboard.

Alternatively, you can go to Accounts > Quotes > select + New Quote on the right hand side.

To create Quotes from the App, go to Accounts > Quotes > + Button in the bottom right hand corner of the App screen.

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How can we help you today?

How do I create a New Quote? Print

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