How to create and send a Quote

How to create and send a Quote


Zangerine allows you to use quotes to help you reach out to customers and generate sales. Quotes in Zangerine are useful to keep up with customers and understanding how to generate them will open new opportunities for your business.


  1. Click Sales.
  2. Click Create Quote.
  1. You will be redirected to the Select Customer screen.
  1. Use the search bar to find the customer to send a quote to.
  1. Click the Customer’s Name.
  1. You will be redirected to the Edit Quote screen. See image below:




  1. In the Product Name field, use the Search bar to find the product you are quoting your customer.
  2. Enter the quantity of the product for the quote in the QTY field.
  3. If you need to change the price-per-unit for this quote, use either of the following fields:
  1. If you want to directly change the product price, use the U/P Proposal field.
  2. If you want to apply a discount percent, use the Discount Value field.
  1. If you want to include an estimated or quoted shipping charge, use the text box on the Shipping line. See image below:




  1. Click Update.
  1. The Quote Summary field will show you the breakdown and totals for the quote.
  1. Once you are ready to send the quote to your customer, Click the Arrow next to Update.
  1. Select Update & Send.
  1. A pop up window will appear for you to add any special notes to include in the email to your customer along with the quote.
  2. Click Update & Send.
  3. The quote will be sent to the email on file for your customer. See image below:






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