Create a quote

1. Create a quote

   Build a price offer line by line: pick the customer, add products and quantities, and the totals calculate automatically. Send it — and once accepted, turn it into an order.

2. Send or convert

   Download a PDF, send it to the customer, mark it accepted, then convert it into an order.

3. Build the quote

   Pick the customer, add products and quantities line by line; totals calculate automatically. Save and send, then convert to an order once accepted.

4. Totals

   Subtotal, discount and tax, calculated automatically from the lines; tax is applied per line.