To start, go to Revenue from the menu on the left and click on Quotes.
New Quotation can be added by clicking the 
button in the top-right corner of the quotations listing page. Detailed information on the Quotation can be added through General, Details, and Address tabs.
General Tab
Account Name: Select the customer’s company (mandatory).
Contact Name: Optional—add a contact from the account.
Deal Name: Link the quote to an existing deal (optional).
Quote No: Auto-generated or customizable quote ID.
Valid Till: Set an expiration date for the quote.
Assigned to: Assign the quote to a sales team member.
Status: Choose quote status (Draft, Sent, Approved, etc.).
Template: Select the layout format for PDF/print.
Terms & Conditions and Description: Add supporting text.
Price List: Select a predefined pricing structure (optional).
Add Product/Service Items:
Select from product catalog.
Specify quantity, rate, tax, and discounts.
Sub Total & Total Calculation:
System auto-calculates line totals, subtotal, taxes, discounts, shipping, and final Quote Total.
Choose discount by percentage or flat amount.
Optional: Add shipping and adjustments.
Billing Address: Enter or select the customer’s billing location.
Shipping Address: Enter separately or copy from billing address.
Fields include Address Lines, City, State, Postal Code, Country.
Click Save to create the quote.
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