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How to Create a Quotation
How to Create a Quotation
Eitan Cohen avatar
Written by Eitan Cohen
Updated over 3 years ago
  1. Access the QUOTATION screen.

  2. Click on the green ADDITION SYMBOL (+).

  3. Enter the PRODUCTS, select the CUSTOMER of the quotation and click on SAVE.

  4. Send by e-mail, print, or only save it inside NEX, as you prefer.

Done! 👍 You generate the Quotation for your customer.

🌟 Tip: if necessary, click on SAVE PDF to save a copy of the quotation inside your computer.


If you prefer, click here to access the detailed tutorial on how to create a quotation.

See also:

  • How to approve or deny a quotation.

  • How to finish a quotation into a sale.

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