Before you start
You need quotation access, a client, suitable products or services and a configured tax rate. Have the agreed quantities and prices ready.
Follow these steps
- Open Quotes and choose the creation action.
- Select the client and date, then review any validity and currency fields shown.
- Add the relevant products or services with quantities and unit prices.
- Review tax, discount and every calculated line.
- Save and inspect the quote detail, including any approval status.
Check the result
The quotation detail shows the proposed amount and current workflow state. Saving a quote does not mean the client accepted it or that it is already invoiced.
If you get stuck
Check required client, tax and line-item fields if validation fails. If approval is required, follow that process rather than creating a duplicate quote to avoid it.
One thing to remember
Only record acceptance when it actually occurred. An estimate is not a payment receipt, and a sent-looking document is not proof of email delivery.
Keep going
Still need a hand?
Tell us what you tried, what you expected and what happened. Keep passwords, API keys and private customer information out of your message.
Open a support ticket. Visitors without a workspace can contact us.
Still stuck?
Before contacting support:
- Confirm the workspace, record number, date range and status.
- Check your role permissions and the source document.
- Refresh once and search for the record before repeating a submission.
- Check the relevant guide for the next action; do not force a match, posting or approval.
If you still need help, include the page address, exact message, time, expected result and checks already completed. Never send passwords, API keys, payment-card details or provider secrets.