How to Create a Quotation

Creating a quote in ProMart 2.0 is designed to be as easy as possible. The quote edit page is flexible and allows you to quote various different options to your clients to allow them to choose which they would like to proceed with. We can create a new quotation in a few different ways...

  1. We can press the plus icon within the enquiries list to load all the enquiriy details into a quote
  2. We can select the enquiry number from the dropdown menu within the quote edit page.
  3. We can add a brand new quotation and then load in the customer and the product in manually.

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