1.Select quotation option under sales in Rednote page.
2.Click New option to add a new quotation.
3.Select client name from client name drop down box (Which is mandatory field).
4.Select quotation date from the given box (Which is mandatory field).
5.Enter client name in the given box or you can add the contact details by clicking the drop down option in name box.
6.Select till date from the given box(Which is mandatory field).
7.If needed you can add other details like sender details, mobile & Email and currency.
8.You can add the subject of the quotation and content of the quotation in the given box to be displayed in the quotation.
9.Select product from given drop down in product box, if needed you can change the quantity.
10.Click the settings symbol in right top of the page and enter the terms and condition which will be displayed in the quotation.
11. Click the settings symbol in right top of the page and enter the notes which will be displayed in the quotation.
12.Click save, your quotation will be saved successfully.
13.In Action button, you can delete the invoice then you can revise the invoice then you can create similar quotation then you can export the quotation details in excel file.
14.In crop symbol in right side of the page you can filter the quotation by client name and click apply.
15.In filter symbol in right side of the page you can filter the quotation with date range.
16.Click the setting symbol in right top of the page to change the setting for quotation.
17.You can add prefix, suffix, invoice header for your quotation under settings option.
18.You can enable the given option (Yes/No) under settings like signature, remarks, reset number, water mark logo, enable logo, edit quotation no, product group, letter head (you can set the margin in the below given box), display GST.
19.You can enter your remarks in the given box to be displayed in the quotation.
20.You can display your additional image in the quotation by uploading it by the given link.
21.You can display your signature in quotation by uploading it by the given link.
22.You can enter your terms and conditions in the given box which will be displayed in your quotation.
23.You can enter subject and content in the given box which will be displayed in the quotation.
24.You can enter terms and notes in the given box which will be displayed in the quotation.
25.In the given template you can select any one template according to your wish, the quotation will be displayed in selected template format.
26.After making your changes in the settings options, click update. Your quotation will be updated with the changes.
27.Select the quote you want to edit then click status option where you can save the status of the quotation as accepted, declined, draft and sent.
28.Select the quote you want to edit then click more option where you can save the quotation in pdf format, then click send pdf to send the quotation in pdf format, then select generate proforma to generate the quotation into proforma and then select generate invoice to generate you quotation into invoice.
29.Click print to take a print copy of your quotation.
