How to Create a Quotation in myBillBook

Feature Overview

The Quotation feature in myBillBook allows businesses to create and share professional quotations or estimates with their customers. This quotation generation feature is ideal for businesses that want to present pricing details clearly and convert them into invoices with ease. It helps streamline the sales process, improves client communication, and enhances customer satisfaction.

Steps to Create a Quotation Using myBillBook

Step 1 : Navigate to the Sales Section

• On the main dashboard, locate the Sales tab on the navigation bar.

Step 2 : Access the Quotations/Estimate Tab

• Under the Sales dropdown menu, click on Quotations/Estimate.

Step 3 : Initiate a New Quotation

• Click on the Create Quotation button.

Step 4 : Add Party Details

• Select or create the party (customer) for whom the quotation is being prepared.

Step 5 : Include Items and Their Details

• Add the items or services being quoted.

• Input quantities, prices, tax rates, and any additional information as needed.

Step 6 : Specify Additional Details

• Apply discounts, additional charges, or taxes (if applicable).

• Add notes or terms & conditions for clarity.

Step 7 : Save and Share the Quotation

• Once all details are entered, click on Save Quotation.

• You can print, download, or share the quotation directly with your customer via WhatsApp or email.

Watch How to Generate Quotations Using myBillBook

FAQs