Creating a Quote

In this tutorial you will learn how to create a basic quote in Teamleaf

Finance

Quoting

Step 1

Go to 'Tasks'

On the left sidebar, go to 'Tasks' to see the task list

Step 2

Select a Task

From the Task list, click the task you'd like to add a quote to

Step 3

Click 'Add basic quote'

Scroll down to the Finance section and click 'Add', then click 'Add basic quote' in the menu that appears

Step 4

Add a quote title

Next, in the form that opens, give your quote a title

Step 5

Add Status

Next, add a status to your quote, for this one I'm going to make it pending

Step 6

Select Account Type

Select which account type you want to use for this quote

Step 7

Select a rate

Click the dropdown menu beneath rate, and select which rate you'd like to use.

Step 8

Add shipping

After adding a rate, the subtotal and VAT will be automatically selected, you can change these if you wish. Next, if applicable, add shipping

Step 9

Click 'Save'

Once you're happy with your quote, click the 'Save' button in the bottom right

Step 10

See your Quote

Under the finance section in the quotes section, you can now click your quote to view and edit quote details