Creating a Quote
A quote is a price you offer a customer before they say yes. You pick the client, add line items, then save or send it.
Start a new quote
- Click Quotes in the left menu.
- Click the + next to Quotes, or open the Quotes list and click New.
A window titled Create quote opens. Choose the client, the date, and payment terms. You can also pick a company profile if your business uses more than one.
Click Submit. Xagle opens the full quote screen so you can add products or services and finish the totals.
If you do not see New or the +, ask your admin.