Quotation

With the PREMIUM plan, merchants can easily create and manage Quotation / Pro Forma Invoices through the app.

To get started, go to Orders → Quotations from the main menu.

Key features:

• View & filter: Filter quotations and set how many to display per page.
• Create new: Click New Quotation to start a fresh quote.
• Select & manage: Choose one or multiple quotations to: Print/ Download

• With 1 specific Quotation you can also: Resend to customer/ Convert to actual order/ Upload to Google Drive/ Edit details

How to create a new quotation

Clicking the Create Quotation button takes you to a POS-style interface where you can easily add products to build your custom quotation.

Updated on: 23/05/2025