Create And Manage Quotation Categories/Types

  1. Click on the ‘Settings’ icon on the right side of your screen, adjacent to your profile picture.
  2. Now, click on ‘Books Setting’ from the left menu
  3. Then click on ‘Quotation’ from the middle section and Now, click ‘Type’ from the left menu
  4. Now, click ‘Add New’ and fill in the details 
  5. Once done, click on ‘Add’ from the top right

These are the categories or types of quotations that your company uses.