How to create a Quote from Estimations

  1. Click on the contact for whom you want to create the quote.

  2. Navigate to the estimations tab.

  3. Select the specific floor plan and layout for which you want to generate the quote.

  4. Verify that the order lines are accurate and make any necessary additions, such as adding padding.

  5. Apply the changes made.

  6. Click on the option to create the quotation.