Create an estimate/quote

Tap Documents in the main menu, then select Estimates

Tap Create new estimate or the + icon in the upper right corner

Select a client from the list or tap + to create a new one - you can also import from your phone's contacts

Tap Details to set the issue date, validity date, discount, shipping, currency, and language

Tap + Add item to add products or services - choose from your saved list or create a new one

Tap Preview to review the document

Tap Save - the document number is assigned automatically once online

Go to Documents - Estimates and click New estimate

Select a client or click + Create a new client

Add items - enter name, description, quantity, and unit price; apply VAT if applicable

Check the issue date and validity date

Click More options to add currency, language, discount, shipping, or a delivery note reference

Add any introduction text or notes

Click Save - the preview opens with options to edit, send, convert to invoice, or delete