⇄ Applicable to: invoicing, quotes, customers, products, services, bundles


  1. Navigate to Operational documents > Quotes and click on New quote
  2. TEMPLATE

    For the layout of quotations, your default template is selected automatically. Click Change template if you want to use another template for this quote (Change default template?).
  3. PROJECT

    Select an existing project in the input field or add a new project
  4. CUSTOMER

    Select an existing customer in the input field or add a new customer
  5. DOCUMENT PREFERENCES

    Adjust the document preferences if required and add a reference. The set default currency and validity period are already selected.
  6. CONTENT

    To enter the content of the quotation, search for an existing product and/or service in a line or add a new product or a new service. If you have already set up bundles, you can also select these here. Check the sales price (excl. VAT) and adjust if necessary. Add per line the quantity, a unit and VAT rate (if applicable).

    Don't know the spelling by heart or want to search more specifically? Via you can do an Advanced search in the complete list of your billable items, then select multiple items. Choose a discount on the total amount if desired.
  7. ATTACHMENTS & FOOTNOTE

    Add an attachment or footnote if required
  8. Click on Save as draft if you do not want to finalize the quote yet
  9. Click on Save & send if you want to finalize and send the quote

Read more

Send quotes

Creating sales invoices

Add customers

Add products

Add services