Create a quote

Description

Creating a quote in Centralio is simple, quick, and minimizes errors.

1. Accessing quote creation

You can start creating a quote from:

• The dashboard header: A dedicated button allows you to quickly start a new quote.
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• The main menu: An option in the main navigation provides access to the quotes module and allows you to create a new quote.
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• The quotes module header: When viewing existing quotes, a button also allows you to create a new one.
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2. Selecting the product

When starting the quote creation, a pop-up window will appear to guide you through the first step:

• Select the product or service to quote.
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