HOW TO ADD A NEW QUOTATION DETAIL

Welcome to our comprehensive guide on “How to Add a New Quotation Detail.” In this tutorial, we’ll take you through the step-by-step process of seamlessly incorporating a new quotation detail, enhancing the precision and flexibility of your business proposals.

STEP 1:

From the homepage under ‘Quick Links’, click on ‘Create Quotation’.

STEP 2:

Hover over the quotation detail section and click on the “Add Field” button.

STEP 3:

Enter a custom label for the detail.

STEP 4:

Enter a data for your label.

How to Add a New Quotation Detail

CONCLUSION

Congratulations! You’ve successfully learned how to add a new quotation detail using our step-by-step guide. Now, you can tailor your proposals to include all the necessary information and present compelling offers to your clients.

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