All about Quotations

Mint Invoice Features

April 1, 2023 5:30 AM

Quotation

Manage Quotation

Mint Invoice allows you to create Quotations, send it to your client and track its status.

Quotation

Available Permissions

Name Action
billing:config Config Billing
quotation:read List Quotations
quotation:create Create Quotations
quotation:edit Edit Quotations
quotation:delete Delete Quotations
quotation:export Export Quotation list

To add new Quotation, click on the "Add New Quotation" button. You can create quotations and send it to your client. There are various configurations available when you create a quotation.

Quotation Form

Once created, you can click on the show button and get the details of the quotation.

Quotation Detail

You can send the quotation to your client email by clicking on the send button. You can also choose to make the quotation visible publicly by enabling it in the detail page.

Customers can login into their account and accept or reject the quotation. Once accepted, you can convert the quotation into invoice.

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