{"id":1699,"date":"2023-10-17T18:42:26","date_gmt":"2023-10-17T18:42:26","guid":{"rendered":"https:\/\/hub.skileo.com\/knowledge-base\/quotes\/"},"modified":"2024-02-13T21:30:24","modified_gmt":"2024-02-13T21:30:24","slug":"quotes","status":"publish","type":"ht_kb","link":"https:\/\/hub.skileo.com\/bg\/knowledge-base\/quotes\/","title":{"rendered":"Quotes"},"content":{"rendered":"\n<p>Skileo helps you easily create and send quotes and estimations and transform them into invoices. Share your quotes with your clients and set up automatic reminders.<\/p>\n\n\n\n<p>When creating a quote, the software generates a quote document that you can download and share with your client. Once the quote is accepted, it can be easily converted into an invoice.<\/p>\n\n\n\n<p>You can filter quotes by different criteria:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Date and period<\/strong><\/li>\n\n\n\n<li><strong><strong>Vendor<\/strong><\/strong><\/li>\n\n\n\n<li><strong>Status<\/strong><\/li>\n\n\n\n<li><strong>Search by keyword<\/strong><\/li>\n<\/ul>\n\n\n\n<p>You can perform the following actions for each record:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Add record<\/strong><\/li>\n\n\n\n<li><strong>Edit record<\/strong><\/li>\n\n\n\n<li><strong>Preview record<\/strong><\/li>\n\n\n\n<li><strong>Mark as approved<\/strong><\/li>\n\n\n\n<li><strong>Mark as rejected<\/strong><\/li>\n\n\n\n<li><strong>Create invoice<\/strong><\/li>\n\n\n\n<li><strong>Delete record<\/strong><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Create Quote<\/h2>\n\n\n\n<p>Go to the accounting software section  &#8222;Ac&#8220;, select &#8222;Quotes&#8220;, and click on the &#8222;+Add new&#8220; button.<\/p>\n\n\n\n<p>You will go through several steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Main information<\/strong><\/li>\n\n\n\n<li><strong>Quote items<\/strong><\/li>\n\n\n\n<li><strong>Additional documents<\/strong><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Main Information<\/h3>\n\n\n\n<p>Add the essential general information, such as the project name, document number, client, client&#8217;s email, currency, creation date, expiration date, message, and internal note. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Quote Items<\/h3>\n\n\n\n<p>Add the quote items, including the item name, price, and taxes. You can also add several items.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Additional Documents<\/h3>\n\n\n\n<p>Add additional relevant documents.<\/p>\n\n\n\n<p>Try this now in your&nbsp;<a href=\"https:\/\/app.skileo.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Skileo account<\/a>!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Skileo helps you easily create and send quotes and estimations and transform them into invoices. Share your quotes with your clients and set up automatic reminders. When creating a quote, the software generates a quote document that you can download and share with your client. Once the quote is accepted,&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[329],"ht-kb-tag":[331,337,339],"class_list":["post-1699","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-accounting-bg","ht_kb_tag-ac-bg","ht_kb_tag-accounting-bg","ht_kb_tag-quotes-bg"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Quotes - Skileo<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hub.skileo.com\/bg\/knowledge-base\/quotes\/\" \/>\n<meta property=\"og:locale\" content=\"bg_BG\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Quotes - Skileo\" \/>\n<meta property=\"og:description\" content=\"Skileo helps you easily create and send quotes and estimations and transform them into invoices. 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