How to Create a Quotation

Create, generate as a PDF, and send — all from the deal it belongs to.

Before you start: add your company profile under Settings so the generated PDF carries your business letterhead — Tickr shows a reminder banner in the app until you do.

  1. Open the deal. Go to the deal you want to quote and open its detail view.
  2. Create a quotation. Add line items, quantities, and pricing for the quotation, linked to that deal.
  3. Generate the PDF. Generate a PDF of the quotation — it uses your company profile details automatically.
  4. Send it. Near the top of the deal, use the "Send" split-button — click the small ▾ arrow next to "Send email" and choose "Send quote" to open the quote panel, add the recipient and an optional note, then send. The panel also offers a Download option if you'd rather attach the PDF somewhere else instead.

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