Steps
- 1Go to Quotes.
- 2Click Create.
- 3Add the details.
- 4Send it.
Related articles
Keep going with the next step
How customers approve quotes
What the approval flow looks like from the customer side once a quote has been sent.
Read articleWhat happens after approval
Once a customer accepts, the work moves from quote stage to delivery and invoicing.
Read articleStill need help?
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