How to create a quotation

Creating quotations in Go365 is quick and easy. When your client accepts your quotation, you can go right ahead and convert it straight to an invoice to save even more time!

1. Click Sales in the left navigation of your screen
2. Click on Quotation.
3. Click the Create a quotation button on the far right. Under Create a Quotation, you can change the title, select your customer or create a new customer and set the expiry date for your quotation
4. Under Product, choose the product for this quotation, or click Add new product.
5. Select the currency and tax for your quotation and you can select Save
6. Once you have created your quotation, you can either download as pdf by clicking on Print or simply click on Send to email the quotation to your customer.