Adding New Quotes for Repeating Clients

To create a new quote for an existing client, you will need to access their Client Dashboard. This page can be accessed from the Clients, Quotes, and Invoices tables. You can access any of these sections through the menu bar at the left side of the dashboard. Simply click on the clients' row and select Client Dashboard. A window will appear where you can access all the quotes, invoices, and job sites of that client, as shown below:

Note: 
Clicking the ' +' key on the top right corner of the window will generate a new quote.

The ' +' key will then redirect you to the Add New Quote window. Here you can set up the quote under the right company header, billing structure, and jobsite, as well as identify what services you are bidding:

After clicking Submit, you will be directed to the screen to build your quote. Then you can either submit it to the client and wait for them to accept the quote, or have it printed.