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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

Enter the expirate date, the customer and the delivery information.

Select the products

Click on Save

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

If you want to print this quotation, check the Print option

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

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