| | Create quotes and estimates |
| Resolution | - From the Sales dropdown, select Quotes and estimates.
- Select New Quote or New Estimate.
- In the Customer field, select a customer from the list, or type the customer's name.
 TIP: Select Add a customer to create a new customer record. - Enter the details of your quote or estimate. Any notes or terms you add will show on the document you send to your customer.
- Select Save.
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