Creating a quotation in Taskip is quick and straightforward. You can create and customize quotations directly from the dashboard; no technical setup required.

Quotation Creation #

Step 1: Open Quotations

• Log in to your Taskip account.
• Scroll down the left-side menu and click Quotations.

Step 2: Create a New Quotation

• If you haven’t created any quotations yet, a Create Quotation button will appear in the center of the screen.
• If quotations already exist, click Create Quotation from the top-right corner.

Step 3: Fill in Basic Details

Complete the quotation form with the following information:

• Select Contact
• Subject
• Currency
• Expiry Date

Step 4: Create the Quotation

Click the Create Quotation button at the bottom of the form. Your quotation will be created instantly.

Step 5: Upload Your Logo

Click Upload Logo to add your brand logo to the quotation.

Step 6: Add Items

Click Add Item to include services or products in your quotation.

Step 7: Enter Item Details

Provide the following details for each item:

• Item Name
• Description
• Quantity (Qty)
• Rate
• Tax

Once entered, the Amount will be calculated automatically.

Step 8: Review Total & Add Discount

• After adding all items, the Total Amount will be generated automatically.
• To apply a discount, click Add Discount and enter the percentage or fixed amount.

Step 9: Add a Default Note (Optional)

Enable Default Note to add additional information or terms. A notes section will appear in the quotation.

Step 10: Add Signature

1. Click Signature to add an e-signature.
2. Upload, draw, or type your signature.
3. Click Confirm Signature to apply it to the quotation.

Quotation Template #

On the left side of the quotation interface, you’ll find customization options to match your brand.

Step 1: Customize Theme Color

Click the Edit icon under Theme Color and choose a color that matches your brand.

Step 2: Select Currency

Choose your preferred Currency from the dropdown.

Step 3: Choose Discount Type

Select a Discount Type from the dropdown:

• Fixed
• Percentage

Step 4: Choose a Quotation Template

Click Quotation Templates and select a template that suits your needs.

Step 5: Save & Download

1. Click Save Changes.
2. Use the Download or Print icon to export your quotation.

Step 6: Your quotation is now ready to be shared with your client.