Here you can edit some of the more small but important parts of the quote.

Starting from the status box you can change whether the quote is either a draft or is being issued to the customer.

Then at the deposit box, you can type in a percentage of the total price that needs to be paid upfront as a deposit.

On notes, you can write notes not specific, maybe like negotiating a price or whatnot.

Then you got the date the quote was made and when it's been sent off. You can also change the date when the quote was sent.


Next contact date is like an arranged time when you'll next make contact with the person you listed as your contact.



To get to the next section, you must click create quote (or just click update if you've already created the quote). Don't worry though because it won't be sent to the customer just yet.