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Quotations: create, print and send by email

Create a quotation quickly. Nex will help you print and or email it to your customer.

In the Quotation menu in the left bar of the system, click the green plus icon (+) at the top of the screen to create a new Quotation.

Click on Expires, enter the expiration date, and click on Ok in order to save it.

Click on Customer at the top of the bar and select the customer. Click on Ok.

Select the products to the quotation.

Click on Save in order to finish it.

The sending and printing screen will appear after that. If you want to send this quote by email, click on the Send by Email option, type the client's email, your email, subject and the e-mail body.

If you want to print this quotation, click on the Print option

Click Ok to save the budget, and perform the operations you have chosen.

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