---
title: "Creating a quote"
slug: "creating-a-quote-1"
updated: 2023-06-06T03:56:29Z
published: 2023-06-06T03:56:29Z
canonical: "support.bookingtimes.com/creating-a-quote-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.bookingtimes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a quote

A custom quote can be used to provide a custom service/product package for individual clients, or to attract customers with a special offer. This quote can also be turned into an invoice if it is accepted. This article will detail how to create and re-use quotes.

## Create a quote

### Steps

1. Navigate to the **Sales** menu
2. Select the **Quotes** tab

![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28368%29.png)

1. Click **New Quote**

![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28369%29.png)

1. Enter Quote details including *Date, Sales Person, Client*, and optionally *Discount* and *Purchase Order*

![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28370%29.png)

1. Click **Add Products**

![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28372%29.png)

1. Select a product
  1. You can search for a product in the search bar if required
2. Enter the product *Quantity* and the *Sale Price* you are quoting for

![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28373%29.png)

1. Click **Update**

![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28375%29.png)

1. Click **Save Quote**

![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28376%29.png)

1. Click **Email Quote** or **Print Quote** from the side menu to send to a client

![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28377%29.png)

---

## Converting a quote to an invoice (product sale)

Once a quote has been approved, you can convert it directly to an invoice (product sale) and pay for the quote.

### Steps

1. Navigate to **Sales** > **Quotes**

![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28378%29.png)

1. Select the relevant quote
2. Click **Convert to Invoice**

![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28379%29.png)

You may now pay for the quote. If you need guidance, see the payment guide under [Creating a product sale](https://support.bookingtimes.com/v2/docs/creating-a-product-sale-1)