Currently browsing Basics - Quotes, Proformas & Estimates

Add an Item to the Quote

This article will talk you through adding a line item to a Quote. First, you’ll need to add your Quote under Quotes> Create+. Once this is done, you will see the below screenshot where you can add your line item.   Do the same to add more line If it’s…

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Email a Quote

Kashflow enables you not only to create Quotes, but also  email them to their respective Customers. To email a Quote to a Customer you will first have to get to the Quote you wish to send. You can do this by two different means: Quotes > Click on the relevant quote > Click the Email symbol…

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