Getting started
Create your first quotation and export it as a PDF.
Steps
- Open Quotations Go to Bucket → Quotations.
- Create a quotation Add customer, date/valid until, subject, and line items.
- Review totals Confirm quantities/prices so the total is correct.
- Print PDF Use Print to download a PDF for sending to the customer.
Tips
- Leave quotation_number empty to auto-generate one.
- Use reference_number to match your internal workflow.
- Keep terms & conditions consistent for faster reuse.