Create quotes

Via this page you can create quotes for your relations. To create a quote, you must complete the following fields:

- Quote date
- Select a customer
- Terms of payment
- Preface
- Add rule

Date of quotation

Specify the quotation date here.

Select customer

Here you select the name of the customer for whom the quotation is intended. You create the customers via "Relationship management", which you can find in the side menu.

Add rule

Via this button you can add rules that you want to be mentioned in the quotation. Each line has a number of entry fields that you are required to fill in. These consist of a category, subject, number and price (excl. VAT).

Special characters

You can use special characters in your quote. Below you will find the different options:

: year
: nextyear
* *

If you use ": year" in your quote, the current year will be stated in the quote.

If you use ": nextyear" in your quote, the year of the following year will be stated.

 Example: 

 This year is: year, next year is: nextyear. 

 In the quotation this is depicted as follows in 2019: 

 This year is 2019, next year is 2020. 

If you use the characters "* *", text between the * characters is printed in bold.

 Example: 

 This * word * is printed in bold. 

 This is shown in the quotation as follows: 

 This word is in bold.