How can I create Quotes?

You can easily create a quote in Wafeq and send it to your client for review and approval before issuing an invoice.

Steps to create a quote:

1. Click on "Sales" from the main menu.

2. Select "Quotes & Proformas".

3. Click the "Create" button to start a new quote.

4. Enter the required details, such as:

   • Client name

   • quote date

   • Products or services offered

   • Prices and applicable taxes

5. After filling in the details, you can:

   • Click "Save" to Save as draft to review or edit it later.

   • Or click "Save and Send" to finalize and email it to the client directly from the system.

For more information on quotations and proforma invoices, refer the guide:
Creating Quotes & Proforma invoices / The pre - sales workflow