The creation of quotes is the basis of a company, it must be done quickly, automatically and without faults. Nothing could be simpler, let's find out together how to do it in Djaboo.

To create a new quote, go to Sales → Quote→ Create a Quote.

Client – Before selecting a customer, you must have added customers, to do this go to Customers→Add a customer.

When selecting a customer, customer information will be pulled directly from the customer profile you created. Another option is that you can click on the edit icon and directly add the desired customer information, this is also applied for billing information, it is also retrieved when selecting a customer.

If you want the billing details to be filled in automatically when selecting the customer, you must first have added the billing details in the customer's profile.

Billing and Shipping – If you edit billing and shipping information after selecting a customer and clicking the edit icon, this will be changed for the Quote, but in the customer profile the information will remain the same and there is no will be no change in the invoice.

Number – The number is automatically filled in Example. 001 the next will be 002.

This number is retrieved from Settings→ Configuration→ finances→ Quote– “Next quote number” numbers are auto incremented, but you can change the next number.

Status – By default draft status will be applied, you can change the status at any time, note that when you send the quote to your customer, the status will be automatically Updated to SENT.

Currency – The currency is automatically selected according to your default currency or the currency defined for the customer that you selected earlier in the customer profile. If the currency of this customer is EURO, it will be automatically selected and cannot be modified, find out more here

Commercial agent – You can select a sales agent for this quote and then generate reports in Reports→ Sales→ Quote Report . Note that the sales agent's full name may be displayed on the Quotation in Settings→ Configuration→ finances→ Quote→ Display the commercial agent on the Estimate, select: Yes.

You can add your services in the quote, while adding make sure to click the green check icon for the service to be added, you can also select the tax options as shown in the image.

The services will be stored separately for each Quotation and modification of the information on the services in Sales→ Services will not affect Quotes already created with custom services.

Admin Rating is reserved for administrators/staff members.

Customer rating is also visible on the client side, on the HTML quote and the PDF quote.

You can configure the terms and conditions directly in the quote or you can have predefined terms and conditions that will be filled in automatically. To configure Booking conditions presets, go to Settings → Configurations→ finances → Quote, scroll down and you can fill in the fields as you wish.

Click on Save settings.

When editing/creating a quote, the adjust option is still available if you want +- the total amount