video1.0<iframe src="https://www.loom.com/embed/69861851755e4201aea6f1d1a0d60047" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/69861851755e4201aea6f1d1a0d60047-1f812dbe9c0f0874.gif180.622In this video, I walk you through the process of creating quotes for customers in our system. Starting with selecting the Create Quote button, choosing a customer, setting payment terms, and adding items with specific quantities and prices. I explain how to add notes, custom fields, and additional fees to the quote. Finally, I show you how to save, send, and manage the quote efficiently.