Asplus Support — Knowledge base — Creating a New Quotation

Creating a New Quotation

Click Add Quotation
Fill in the quotation form:
- Contact: Select the customer or 'Create a New Customer'
- Date: Date of issuance
- Valid Until: Expiry date of the quotation
- Add Item: Add products/services to the quotation or 'Create a New Item'
- Enter any relevant Notes / Terms at the bottom
Click Save to generate and store the quotation (a quotation number will be generated automatically).