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Create Quote

Creating quotes that customers can accept at their leasure is an important part of the sales process.

Permissions​

To be able to create quote for a customer via the BillaBear admin system you will need to have a ROLE of Account Manager or higher.

Check the user roles here.

How To​

Video​

You can check out a video demostration of the quotes - https://www.youtube.com/watch?v=MgSPPSCz2D8

Step 1. Click Invoices​

Click Invoices

Step 2. Click Quotes​

Click Quotes

Step 3. Click Create​

Click Create

Step 4. Input a customer​

Input A Customer

Step 5. Select currency​

Select currency

Step 6. Add subscription​

Add Subscription

Step 7. Select Plan​

Select Plan

Step 8. Select Price​

Select Price

Step 9. Add One-off Item​

Add One-off Item

Step 10. Enter Description​

Enter Description

Step 11. Enter Amount​

Enter Amount

Step 12. Decide tax​

Decide Tax

Step 13. Click Create​

Click Create