The New/Edit Quote dialog is where you fill in the details for a quote. To open this dialog, click the Sales menu and select New Quote.


Choose the Customer from the pull down list, or enter a new customer. Adding new customer here will create a new record for the customer on Customer List so you can quickly access every time you create quotes, orders and invoices.


Select the quote date.


Enter the salesperson for this quote, or choose one from the pull-down list.

Bill To

Enter the address the quote should be sent to.

Ship To

Enter the address the products should be sent to. Leave this blank if this is not required.


Select the special sales tax exempt option if this is a customer who is sales-tax exempt (a foreign customer, for example).

Quote Items

This is the list of items on the quote. Click on the Add button to add a new item, then click within the Item or Description cells to access a drop-menu where you can select an item, or type the name of a new item. Change the Quantity or Unit Value by typing in a new value. Remove an item by clicking the 'trash' icon at the left of the item entry.

When you enter new items here, they will automatically be added to the Items List so you can quickly add them to orders, quotes and invoices later.

Add Discount

Click the Add Discount button to apply a discount either to the entire quote, or to a line item. See the Apply Discount help topic for more information about discounting.


These notes are printed on the bottom of the quote.

Private Comments

These are notes for internal use only - they are not printed on the quote.


This is the sales tax, subtotal and total display. If the sales tax calculation is wrong, please see Taxes in the Getting Started section and Options ~ Tax for more information.

Save and Preview

Click this button to see how the quote will appear when printed, saved as a PDF document, or emailed to a customer.

Convert to Invoice / Edit Invoice

If there is not yet an invoice for this quote the Convert to Invoice button will be shown, if there is already an invoice then the Edit Invoice button will be shown.

Convert to Invoice

Convert the quote to an invoice. The quote status will be upgraded to Invoiced in the system, and the New Invoice window will appear with the details from the quote filled in.

Edit Invoice

Edit the existing invoice for this quote.


Click on this button to Record or save the quote. To record and print, fax, or email click on the pull down list and select an action.