Create a quote yourself

1. In Quotes, select New Quote (or New Order Request).
2. Add the customer, items, fulfillment details and any deposit.
3. Save and send it to the customer.

If the customer asks for changes, edit the quote and send it again.

Before sending, review the customer's contact details, item choices, fulfillment date, Response Due, total and payment schedule. Use Notes to Customer for instructions the customer should see and Internal Store Notes for private notes.

After saving, use Notify Customer to share the quote through the available channels. Check its status before treating it as an accepted order. A response deadline and a payment due date are different: one concerns accepting the quote, the other paying the scheduled amount.