The video below shows how you can create a quote in a few steps.
Start a new quote using one of the "New Quote" button
Add a or create a customer to the quote
Add products or service to the pricing table
Click the "Edit design" button
Click "Send Quote" to reveal the email interface
Click "Send Now" to send your quote by email to the customer
Now that your quote has been successfully sent, you can see tracking information and confirm when you win it by clicking on the "Won" button.
