Clients

Add a client

Add a client before starting a quote or create one directly while preparing a new quote.

Open “Clients”

Open “Clients” from the main navigation, then choose the button for adding a new client.

Provide a company name or contact person. The remaining fields are optional but can be included in the PDF.

After saving, the client becomes available when you create a quote in “New quote”.

Edit or delete a client

Update saved client details or remove records you no longer need.

Add a service to the price list

Create a service with a unit, price and tax value.

Create a new quote

Select a client, add items and generate a finished PDF document.

Describe the issue in the contact form. We usually respond within 2 business days.