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

  • Name
  • 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!