To create a Quotation from a folder, follow these steps:
- Select the Folder: Click on the Folder icon (labelled as 1 in the image) on the sidebar. Then choose the specific folder you want to add a quotation to (labelled as 2).
- Click on “Add New”: Locate the “Add New” button (labelled as 3) in the top-right corner of the screen.
- Choose “New Quotation”: From the dropdown menu that appears, select “New Quotation” (labelled as 4).
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- Fill in Quotation Details: A form will pop up where you need to:
- Select a Contact from your contact list.
- Enter the Subject of the quotation.
- Select the Currency for the quotation.
- Optionally, specify if an upfront payment is required, the turnaround time, and the Expire Date.
- Create Quotation: After filling out all required fields, click on “Create Quotation” to save and add the quotation to the selected folder.
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This process will associate the quotation with the folder you selected initially.