How to create an Estimate or Quotation on Swipe

How to create an Estimate or Quotation on Swipe

·

2 min read

Step 1: Go to Estimates > Select Create Estimate

Here you can search for existing customers or add a new customer to whom you want to send the estimate

Create estimate/quotation

quotation/estimate on swipe

**Step 2: Enter Date

**

The date should be the day you are creating the estimate.

make estimates/quotation on swipe

Step 3: Add Reference

add reference on Swipe

Step 4: Add product/Search existing product

Under product name you can search for existing product or add a new product.

add new product

existing product

Step 5: Choose show/Hide Description

Show description can be used if you want to show/hide description of the products in the estimate.

show or hide product

Step 6: Click on add new item

To add a new item, click on Add item.

Fill in other details like quantity, unit price, price with tax and discount in both percentage and rupees.

add item

other details

Step 7: Create & Edit notes as well as terms conditions.

add terms and conditions

Step 8: Save the estimate for later or print it immediately.

You can either save the estimate to work on it later or save and print it immediately.

save and print

For further, more detailed information on this topic, visit Swipe Blogs.