Create Quotations

Create a New Quotation

Click on the Quotations icon from the side menu and then click on New Quotation (figure 3.1). Then add related information for the quotation.

Figure 3.1

Assign clients to Quotes

If you have already created a profile for your client, type first two letters of the client name, then the client name will appear on a list. You can then select the Add New Client option to add a new client. (figure 3.2)

Figure 3.2

Save Quotes

Cloudbillz has a built in auto save function, as long as you are online, your quote will save with every change you make.

Adding Taxes to Quote

Cloudbillz enables you can setup multiple tax values for your Quotations. Click the Settings icon on the side menu. Here you can setup values as required, feel free to customize tax values and types for any quote. Click on the Add Tax button at the bottom right to add more tax types to a specific quotation.

Figure 3.3

Send your Quote

In under two clicks send your quotation to your client! Click on the Send button at the top right hand corner (figure 3.4). You can enter the recipient’s email or add multiple recipients if required. Add a fitting subject and message content and then tick the attach PDF box if you wish to send the email with your quote as an PDF attachment.

Email will contain a web link to your quote where client can view the quote and approve or decline it online.

Approve/Decline quotations online

Your clients can easily approve or decline your quotations online via the quote they receive. Your system will be updated with the status of the quote automatically when the client approves or declines it.

Update quote status manually

In case you wish to update your quote status manually, Click on the Status button of the quote manually (figure 3.4). if not it will automatically be updated when the client approves or declines it.

Get notifications for quotations

Be on track with Cloudbillz notifications, when your client View and Approve or Decline your quotes, you will be notified via an email

Convert quotes to invoices

To convert your quotes in to invoices simply click on the Generate Invoice icon under actions list. When you generate invoices from quotes, the quote will mark with a "Tick" next to the quote status.

Review list of user activities for Quotes

Click on the options icon at the top right corner of your quote, and then select Activity Log to view the list of user activities. (figure 3.4)

Clone Quotes

Click on the options icon at the top right corner of your quote, and then select Clone to duplicate a quote (figure 3.4). You can make changes to the quote and send it as a new quote.

Figure 3.4

Sort Quotes

Click on arrows next to each fields to sort quotes as you desired.

View Quotes

Click on view quote icon under actions to view your quote.

Search quotes

Search quotes by Quote Number, Summary, Customer Name and status. Simply type your key words in search box.

Download Quotes

Click on download icon under actions to download your quotes as PDF files.

You can also view the quotation and then click on download icon on the top right corner of the quote.

Delete Quotes

Click on Delete icon under actions to delete your quotes.