New Quote/Estimate

A Quote/Estimate is a proposed sales agreement between a company and a customer. It contains contact information for the customer and lists the products and services being offered. It also contains delivery and expiration dates, payment terms, and prices. A Quote/Estimate is not posted. It does not affect accounting.

  • From the Company Preferences page select Customers & Sales from the left menu. From the drop down menu select Quotes/Estimates.
  • Check the box next to Quotes/Estimates.
  • From any page in ZarMoney, hover over the Sales Center and select the "+" next to Quote/Estimate from the drop down menu.

To enter a new Quote/Estimate for a specific customer:

  • From the customers Transactions screen hover over¬†Add a new... and select Quote.
  • The customer information will already be filled in. The description and price of items/services being quoted must be entered.

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