To create a quote, you first have to create a job and then create a quote based on this job by clicking on Actions > Create quote. (To know how to create a job in LSP.expert, see this article: https://help.lsp.expert/en/articles/728175-how-to-create-a-job.)
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You can also select the job(s) for which you want to create a quote (even if they are for different clients) in your list of jobs and click on Actions > Create quote(s). The system will then create one quote per client, containing all the jobs you selected for this client.
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Your new quote then appears in your list of quotes and in the Quotes tab of the job and of the client.

The validity date of the quote is calculated based on the validity period you defined under Settings > My company. You can update the status of the quote (Created - Sent - Accepted - Rejected) by clicking on it.
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When you create a quote, the status of the job automatically changes to 'On hold', waiting for you to mark the quote as Accepted or Rejected when you hear back from your client.

When you click on a quote in the list, you arrive in this quote, where you can edit all kinds of things (quote details, billing options, notes, terms, etc.). The three dots at the end of each line in the quote allow you to edit the line, sync it with data from the job, hide the matches if you defined some and define that this line should not be subject to taxes.

SCREENSHOT

You can also generate a PDF of the quote or send it by email by clicking on Actions. (To know how to send your documents through LSP.expert, see this article: https://help.lsp.expert/en/articles/735154-can-i-send-my-documents-directly-from-lsp-expert-to-my-clients.)
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To create a new quote, you first have to add a job and then create a quote based on this job by clicking on Create > A quote in the job.
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You can also select the job(s) for which you want to create a quote in your list of jobs and click on the arrow button > Create quote(s) for selected jobs.
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Your new quote then appears in the Quotes tab (at the job level). The validity date is calculated based on the validity period you defined in Settings > Accounting. You can update the status of the quote (Created - Sent - Accepted - Rejected) by clicking on it.
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When you create a quote, the status of the job automatically changes to On hold, waiting for you to mark the quote as Accepted or Rejected.

When you click on a quote in the list, you arrive in this quote, where you can edit all kinds of things (quote details, notes, terms and the jobs on the quote themselves). You can also generate a PDF of the quote or send it by email by clicking on Actions.
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