New

Published on:

December 26, 2022

By

Swipe Admin

Blog |

FAQs

|

Product FAQs

Create Estimate/Quotation on Swipe

Create an Estimate/Quotation on Swipe

Step 1: Go to Estimates > Select Create Estimate

‍

Here you can search for existing customers or add a new customer to whom you want to send the estimate

Step 2: Enter Date

The date should be the day you are creating the estimate.

Step 3: Add Reference

Step 4: Add product/Search existing product

Under product name you can search for existing product or add a new product.

Step 5: Choose show/Hide Description

Show description can be used if you want to show/hide description of the products in the estimate.

Step 6: Click on add new item

To add a new item, click on Add item.

Fill in other details like quantity, unit price, price with tax and discount in both percentage and rupees.

Step 7: Create & Edit notes as well as terms conditions.

Step 8: Save the estimate for later or print it immediately.

You can either save the estimate to work on it later or save and print it immediately.

Customer testimonials 10

Sign Up for Free >

Featured Posts

Launching Your Dream: Essential Considerations Before Starting a Business in India

What is Set Off and Carry Forward of Losses?

Create Purchase Order on Swipe Billing App

How to Download UDYAM Certificate - Complete Guide

What is the Cost of Capital and Why It Matters in Business

What Is Invoice Number?

How to Correct GST Payment Made Under the Wrong Head | Easy Guide

Taxation system in India

Related Blog Posts

Creating an Export Invoice on Swipe: All Cases

What is the Best CIBIL Score for Credit? Check CIBIL Score Ranges

What is Grey Market and How to Trade in it?

FAQs Small businesses

What are Sundry Creditors? Meaning & Examples

FAQs Product FAQs

Marketing Analytics Software: What Is It and How Is It Useful?

FAQs Basics of GST

Understanding NSIC: Full Form, Functions, Purpose, and Role