Create quotes for your customers, add product using their references, SKU or barcode, and export the document at PDF format.
From the web
To create a quote from the web, go in the left side navigation pane, and click on "Sales" and then on "New quote / order" :
First, you have to select the site and the customer that you will have created beforehand (see our tutorial to know how to proceed) :
Next, specify that this is a quotation an not an order :
To add product to your quote, go at the end of the page. To know more about adding products, refer to our tutorial :
To get your quote in PDF format, click on "Export PDF" :
Three options are available :
From the mobile app
To create a new quote from your mobile app, click on "Sales" from the home screen, and then on "Create quote/order" :
Fill in the form with all the information like the site and the customer :
To add products, click on "+" at the end of the page. To know more about adding products, refer to our tutorial.
Once the quote is completed, you can find it in your list of quotes and orders :
You can then get your quote in PDF format. Click on the arrow at the top right of the page, and then choose to export to a file or send it in an email :
If you want to know how to modify the information contained in the quote, discover how configure the documents generated by Monstock.
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