Creating a Quotation

How to Create & Save a New Quote?

• August 2, 2014

Click on “Quotes” on the left corner of the Hisabing screen and select the option “Create”. The Quote Create window appears. Enter your customer’s information and fill in the details of the product/ item for which the quote is to be raised. You can add as many items as you choose. Click on “Save”, at

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Customizing the Quote Number

• August 2, 2014

The quote number is automatically generated for each newly created quote. If you prefer giving your own quote number, place the cursor over the automatically generated number at the top right corner while creating a quote, and type in the desired number.

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Entering the Customer Information

• August 2, 2014

In the Quote Create window, enter the details of your customer in the “Customer Information” section. By default, the Quote Date is set to the current day. You can change the date as per requirement.  

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Entering the Item information

• August 2, 2014

Fill in the details of the product/ item for which the quote is to be raised. You can add as many items as you choose by clicking on the “+” icon at the right corner of the previous item entered. Hisabing automatically calculates the total amount from the entered information. You can select different tax

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Attaching files

• August 2, 2014

At the bottom of the ‘Quote Create’ window, you will find the “Attach Files” option. Click on “Choose Files” and select the file (for example, Hisabing.docx) that you wish to attach to your quote. To delete an existing attachment, click on the Red “Delete” icon to the left.

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Payment terms, Delivery terms and Quote validity

• August 2, 2014

The quote validity and payment/ delivery terms drop-down boxes have a set of options for you to choose from at the bottom of the Quote Create window. You can customise your own payment and delivery terms by selecting the “custom” option in the respective drop down box. Once you select the custom option, “payment Date”

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Viewing saved Quotes

• August 2, 2014

To view your saved quotations, click on “Quotes” on the left corner of the Hisabing screen and select the option “View Quotes”. The Quote View window appears. Each quote has the following options. View PDF      – You can view your quotation in PDF format. Edit                

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