To create a quote you will need to create one (or more) quote templates beforehand.
This will help differentiate between different types of quotes, for example a beauty quote or a physiotherapy quote.
Settings - Quote Template - Add Quote Template
- Numerator: numerator associated with the quote template (optional). All the quotes linked with this numerator will be numbered automatically according to this numerator.
- Store: the quote template won't be visible in the Front-Office but it will still remain in the planning.
Don't forget to save changes!