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How to Create a Quotation

A quotation is your formal price proposal to a customer. Creating it in Maxvois gives you a clean, numbered document you can send and later convert into an invoice.

Quick answer

Tap + → Create Quotation, select the customer, add line items, set tax and discount if needed, then tap Save Quotation.

What you'll need

  • A customer. If you have none, the form offers + Add Customer.
  • Your items or services — pick saved Products, or type custom lines.

Steps

  1. Start the quotation

    Tap the + button and choose Create Quotation. Or open Quotations and tap Create Quotation. From a planned appointment, use its ⋮ menu → Create Quotation and the customer is filled in for you.

  2. Select the customer

    Open Select a customer… and choose one, or tap + Add Customer to create one on the spot.

    The quotation form with the customer selector

  3. Add line items

    Under Line Items, tap Add from Products to reuse a saved product, or Add Custom Line and enter the Description, Qty and Unit Price.

    Line items on a quotation with quantity, unit price and subtotal

  4. Set tax, discount and dates

    Enter the Tax Rate (%) and choose Exclusive (added on top) or Inclusive (already in your prices). Add a Discount if you are giving one, and check the Expiry Date — how long the offer stands.

  5. Save Quotation

    Tap Save Quotation. It opens in the quotation workspace, ready to send.

    The quotation workspace after saving, showing the document actions

Try it in Maxvois

Create a Quotation

You'll be asked to log in or start a free account first, then you'll land right here in the app.

Next How to Send a Quotation to a Customer