Access the Quote Creation Screen
To start a new quote, navigate to the Dashboard and click the + Create button. Select "Quote" from the dropdown list to open the quote creation page.
Set Basic Information
Quote Date: This defaults to today's date but can be manually changed.
Assigned Employee: Select the staff member responsible for this quote from the available list.
Preview: At any time, click the Preview button (eye icon) to view the client facing version of the quote.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.