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quote this section is where youll assign and create quotes estimates of invoices for your customers on the quote home screen youll find a chart area simply click on the arrow to open and click back to close youll also find a detailed list with all your current quotes and contracts on the last column options like view and edit are available some other functions will later appear like accounts receivable and create an order you can filter the results by column or by using the toggle to show only contracts you can as well perform a search by clients name for performing a batch action just select the desired quotes by marking each box and choose the action to be performed from the drop down menu to create a new quote select the client from the drop down menu and click add new quote on this new screen you can click on the menu boxes to open a specific section or you can also click on the arrows to open and close a section itll be up to you to add as much information as you need to creat
