How to…Add a Quote

Select  Quote from the Buddy bar.


Click new button to add a new quote.

Here you will be able to add in all of the details of your quote.

create a quote in BuddyCRM

Add your details and products for the quote. Adjust prices as necessary and then

creating a quote in BuddyCRM

Any notes you make on the quote can be entered here and if required to be visible on the quote, click the tick box below notes.

When you’ve finished entering the quote, press the SAVE button. save button A popup will appear to confirm.

quote added successfully in BuddyCRM

The quote will then appear in your Quote List. You can download a copy by clicking on the relevant download button.

quote list updated in BuddyCRM