Create a quote
Video walkthrough: Create and prepare a quote
Video walkthrough: Complete the customer-to-payment workflow
Use this task to create a quote in the current Klusaro workspace.
Before you start
Open Klusaro as a user with access to Quotes.
Steps
- Open Quotes.
- Select New Quote.
- Enter Title, choose Contact, and link a job where available.
- Add items with description, quantity, unit price, and tax.
- Review amounts, select Save Quote, and confirm the numbered row.
Screenshots
What happens next
The updated state appears in Klusaro and can be reopened for confirmation.
Useful notes
When practising, use information you are authorised to enter.