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