Quotes
Create Quotes with Fygaro
Step 1
From the Dashboard go to "Invoicing " and click on it. Then in the left side menu (bottom on mobiles) select "Quotes".
![](https://storage.crisp.chat/users/helpdesk/website/4261cddfb1d02000/35371bac-950b-451d-ba37-3783b2_17gq1fj.png)
![](https://storage.crisp.chat/users/helpdesk/website/ebbcbfd69f621000/6503479d-09d5-460a-a1af-621a84_a1ksyv.png)
Step 2.
Click on the symbol “+” to create a new quote
![](https://storage.crisp.chat/users/helpdesk/website/b52c57dedbad2000/53ded1bf-8cd1-4b43-8e97-a109f1_2y2uuc.png)
Step 3.
• Select a client
• Select the currency and the invoice group (optional)
• Select the products and services , modify and edit the price , quantity and description.
• Select the taxes and if its required a discount.
• Add an internal or external note.
Step 4.
• Save your Quote (to send or print )
• Save your quote and send it by email.
![](https://storage.crisp.chat/users/helpdesk/website/d31e951d6e245800/8e818923-a472-440c-bd33-62c8a0_19lu4q1.png)
Step 1
From the Dashboard go to "Invoicing " and click on it. Then in the left side menu (bottom on mobiles) select "Quotes".
![](https://storage.crisp.chat/users/helpdesk/website/4261cddfb1d02000/35371bac-950b-451d-ba37-3783b2_17gq1fj.png)
![](https://storage.crisp.chat/users/helpdesk/website/ebbcbfd69f621000/6503479d-09d5-460a-a1af-621a84_a1ksyv.png)
Step 2.
Click on the symbol “+” to create a new quote
![](https://storage.crisp.chat/users/helpdesk/website/b52c57dedbad2000/53ded1bf-8cd1-4b43-8e97-a109f1_2y2uuc.png)
Step 3.
• Select a client
• Select the currency and the invoice group (optional)
• Select the products and services , modify and edit the price , quantity and description.
• Select the taxes and if its required a discount.
• Add an internal or external note.
Step 4.
• Save your Quote (to send or print )
• Save your quote and send it by email.
![](https://storage.crisp.chat/users/helpdesk/website/d31e951d6e245800/8e818923-a472-440c-bd33-62c8a0_19lu4q1.png)
Updated on: 03/09/2023
Thank you!