This wizard can quickly create new quotes. The process has 3 steps:
1. Select the client for which you want to create a new quote.
You can open the New Client Wizard from this window as well.
2. Enter the basic quote data (name, client PM, and timeline)
3. Create the quote's Draft Jobs (see New/Edit Draft Client/Prospect Job Window for details). Select the Discounts, markups and taxes, if any.
See also: