DownloadReleasesGuidesAccountantsForumCloud Edition


Sales Quotes

The Sales Quotes tab is a dedicated section facilitating the creation, modification, and tracking of sales quotations given to customers or potential clients. It's a convenient tool for businesses that allows users to deliver professional quotes including prices, products, or services before confirming a sale. Users can easily follow up on these quotes, convert them into sales orders or sales invoices when necessary.

Sales Quotes256

New Sales Quote

To create new sales quote, click New Sales Quote button.

Sales QuotesNew Sales Quote

Edit columns

By default, you will see the following columns:

Issue dateReferenceCustomerDescriptionAmountStatus
Issue date Issue date of Sales Quote
Reference Reference number of Sales Quote
Customer Name of Customer to who the Sales Quote has been issued to
Description Description of Sales Quote
Amount Amount on Sales Quote
Status Status of Sales Quote

Use Edit columns button to customize what columns should be visible under Sales Quotes tab.

Edit columns

Clicking Edit columns button allows you to add additional columns to better suit your business requirements.

Expiry date If Sales Quote has Expiry date set, then this will indicate its expiry date