Creating your first quote in QuoteSorted is quick and easy. Follow these simple steps to send professional quotes to your customers.
Step 1: Navigate to Quotes
From your dashboard, click on Quotes/Estimates in the sidebar menu.
Step 2: Click New Quote
Click the New Quote button in the top right corner to start creating your quote.
Step 3: Select or Add a Customer
Choose an existing customer from your database or add a new one by entering their details.
Step 4: Add Line Items
Add your services, labour, and materials to the quote. You can:
- Type descriptions manually
- Select from your saved items catalog
- Use voice input to dictate items
Step 5: Review and Send
Preview your quote, make any adjustments, then send it via email or WhatsApp directly to your customer.
Was this article helpful?
0 people found this helpful
