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CrisisHelper - First Aid in Tough Times of World Economic Crisis

tologo Creating a new Client Quote

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Quotes to clients contain draft client jobs and their estimated cost.


To create a new Quote:

1. On the Main page of the Client window select the Client the Quote will be addressed to:

select client2


2. Switch to the Quotes tab of the Client window.


3. Click New Quote button.

4. Enter the necessary information (client jobs and their details) to the New Quote window.


The newly created quote record will appear in the list of Quotes in the left part of the Quotes page.




See Also:

Modifying a Quote

View all Quotes (Quotes to Clients window)


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