Create a new Quote
On your mobile:
- Start Upvise and go to the Sales app
- Tap on the + button and select New Quote
In your web account:
- Open the Sales app and goto the Quotes section from left pane menu
- Click on the + icon
A new quote is created with date set to Today by default, Valid for one month. The Quote Number is incremented automatically and the Status is Open
Next Step:
Specify Customer and dates.
