How do I create a quote?

Learn how to create a quote in Dronedesk and send it to a client without leaving the platform. This walkthrough covers building the quote from your saved products and issuing it. Quoting from within the job means nothing is retyped and nothing gets lost.

In Dronedesk, you're able to create a quote for the jobs that you've planned, and I'm going to show you how. From the Dronedesk dashboard, select jobs from the menu on the left hand side. Choose the job that you would like to prepare a quote for. Double click to open up the manage job page. You will need to have the financial section available to you in the manage job page, and this can be set up in the profile settings page under manage job.

Click on the quote subsection. Add the information to the quote lines page. Once you have completed all of the fields, then you can print the quote, export it to a PDF, or even copy the quote to an invoice.

Did this answer your question?
😞
😐
😁