How to create a quote or estimate

Create a pricing document for your client. Clemion uses Quote or Estimate depending on your region.

1
Open Quotes
Go to Documents and choose Quotes. In some regions this list is labelled Estimates.
2
Create the document
Select Create and choose the client. You can also start from a project.
3
Add your services
Add the services, quantities and prices. Check tax, discounts and the total before you continue.
4
Review the details
Confirm the client details, dates and notes. Save a draft if you are not ready to send it yet.

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