Creating quotations is an important task for any business owner, as it provides your customers with clarity on prices and terms before a project begins. A well-structured quotation helps build trust and avoids misunderstandings regarding costs or deliveries. In this article, you'll learn how to easily add quotes on the Quotations page in Teamleader One. Follow this simple step-by-step guide to efficiently create a quotation:
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Add a quotation
- Start by clicking the Add quotation button. You'll be taken to a new screen where you can fill in all the details.
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Add a customer
- New contact: Enter your customer's details. Make sure the name and VAT number are correct, as this is important for VAT recovery and potential credit notes. For more information on managing contacts, check out the article on managing contacts.
- Existing contact: Click on Select and choose a customer from your contact list. This will automatically fill in the customer details.
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Add quotation lines
- New product: Fill in all the details of the product or service you would invoice. You can also use the option to add this product to your catalogue for future use. Then click OK. For more information on managing products, read this article.
- Existing product: Choose a product from your catalogue, update the details if necessary and click OK.
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Finalise the quotation
- Once you have filled in all the details, click the Finalise button to save the quote. If you weren't able to save the quote immediately due to a disruption, it will be automatically saved as a draft.
- After the quotation is finalised, you can choose to accept or refuse it. This will determine the status of the quote and initiate the next steps.
Additional actions: Use the menu with the three dots in the top right corner of the screen to send, download, duplicate or reopen the quotation to a draft status.
And there you have it, it's really that straightforward!