Open the Quotation page from a couple of different places within GrowLibro and create an impressive and easy-to-track quotation at lightning speed.

1. There are three ways to create a Quotation in GrowLibro:

   • On the left sidebar, click on [+] of Quotations.

   • Or you can start from your Dashboard page by clicking then select Quotation.

     

   • If you are viewing your Quotations list, you can click the button found on the upper right side of your screen.

     

2. In the New Quotation page, enter the required information and choose the settings that match your company’s requirements.

3. Edit the default Quotation label to a preferred document title.

4. Enter a brief description in the Add Description or leave this box blank.

5. Quotation No. is auto-generated but editable. You are free to customize the quotation naming convention and GrowLibro will increment by one the last number in the sequence for every new quotation.

6. Select your Client Name either from the pulled list or type in the Client Name. For new clients, click New Client.

7. Select the Currency from the drop-down menu. By default, the currency displayed is the currency you have assigned for the client you are invoicing.

8. Choose a Date for the quotation and its validity date (Quotation Valid Until).

   

9. Make sure to fill in these required fields: Description, Quantity, Unit Price.

   • In the Description field, you can click on it to browse and select the product or service name you are quoting. This field also allows users to manually enter an item description. To Add for the Tax Rate, click and for the percentage discount.
   • Select a Unit for the Quantity from the drop-down list or choose Custom to create the appropriate quantity unit for the quotation.
   • Quantity, Unit Price fields accept zero value.

10. To ensure accurate records, and speed up future transaction entries, don’t forget to add each item to your Product & Services list. Click on and designate the item as For Selling. Delete option will appear once you will have more than one item line.

    

11. To add a new item line, press the New Line button and choose one of the following line types: Item, Expense or Mileage.

12. For any additional notes or details, use the provided Quotation Note box.

    

13. Click Save. There are three options upon saving your quotation: Save, Save & Send, and Save & Mark Sent.

• Click Preview to view the quotation.
• You can edit, share, and track the saved quotation.

<aside> 💡 Need to send quotations to your clients? Visit growlibro.com and try out a FREE account to send one.

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