What can I do with Quotes and Invoices?
Quotes and Invoices lets you prepare commercial documents for your customers directly in Makula. You can:
Create quotes and invoices for a customer
Price them with line items, parts, packages, markups, discounts and taxes
Link a work order and purchase orders
Send them by email with a PDF and a unique link
Let your customers approve quotes or request changes online
Convert a quote into an invoice
How to access Quotes and Invoices?
If you want to use Quotes and Invoices, contact support.
Where do I find Quotes and Invoices?
Navigation: Select Quotes or Invoices from the sidebar.
Switch between Table and Board view. Makula remembers your choice.
Open any quote or invoice to see three tabs: Document, Activity Log and Emails.
Changes save automatically as you work.