How to Prepare a Quotation on ClearOne?

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08 min read

The quotation is a document that a supplier submits to a prospective client with a proposed price for supplying goods or services based on several conditions. Any business or professional can easily prepare a quotation on the ClearOne Invoicing solution.

The steps to create a quotation on ClearOne are given below:

Step 1: Visit the ClearOne portal or open the ClearOne mobile app, available on Android. Create an account or login into your account using your mobile number.

Step 2: Go to the ‘Quotation/Estimate’ tab under the ‘Sales’ option on the left side. Click on the ‘Create an Estimate’ button available in the middle of the screen.

Step 3: Fill in the details of the quotation.

Enter the ‘Bill from’ (your business) and ‘Bill to’ (customer) details. 

You can select existing accounts from the drop-down list or add new businesses and customers by typing in manually.

The ‘Ship to’ field gets auto-filled with the address as extracted from the customer details when you add these. You can change the ‘Ship To’ address if it differs from the ‘Bill To’ address. Make sure that the business address line 1 and 2 range between 3-100 characters only.

Step 4: Select the quotation date and the validity period. Select the date on which the quotation is generated along with its validity period.

Step 5: Add goods or services as line items.

By pressing on the ‘Item name’ box, you can add new items or select items added by you previously from the drop-down that appears. After that, add the rest of the item details like quantity, discount, etc.

To add more items, click on ‘+ Add item’, which will add new item rows. After that, choose the HSN/SAC code correctly based on your product.

Step 6: Preview the quotation

After adding all the important details, click on the ‘Preview’ button to review the quotation before generation and choose a style or template.

Step 7: Save the quotation

Choose one of the templates given on the left side of the screen. Click on the ‘Save’ button to generate the quotation.