- Open Quotations and press Alt+C for a new one. Pick the customer and add items.
- Set the valid-until date and save. Alt+P shows and prints it; Alt+W sends it on WhatsApp.
- When the customer agrees, turn it into a proforma invoice (Alt+R) or a delivery challan in one step.
- The quotation is marked as converted, with the number of the document it became.
Related features: Billing at the counter, Printing and sharing.
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