This article will outline what each field does and how you can customise the quote.

Customer
Select a customer from the dropdown. The dropdown supports searching so you don't need to scroll through. If this customer doesn't exist yet, you can follow this article to create one. 

Reference
The reference is automatically generated once you select a customer. This is optionally customisable per customer. Read this article to learn more about this.

Purchase order number
An optional field. Some customers supply a purchase order (PO) which you can input here.

Issued date
By default this is today's date. Users normally don't change this, however it can be if needed.

Due Date
The due date will use your default due date. Read this article to learn more about the business default due date. Or, you can change this using the provided buttons below the due date.

Product/service
This is where you add your products and services to your quote. The first column is the name or brief overview, the second column is a more in-depth description, the quantity and finally the price. Make sure to select a tax rate (if applicable). You can read more about tax rates here. Use the 'Add an item' to add additional line items.

Notes
Notes is public and viewable by your customers.

Finally, click save and continue down the bottom.

Review your finalised quote and click the "Approve draft" button under the "Create Quote" header once happy (or 'Edit draft' to make further changes).

You can now send the quote off to the customer with the "Send quote..." button located under the "Send Quote" header. Clicking this will make the following Modal appear.

If your customer has a contact with an email saved, it will pre-fill this. Otherwise you can type it in the same field.

The Message text will appear on the email sent to the customer and clicking 'Send a copy to myself  at...' will also send you a copy of the same quote.