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How Do I Create a Quotation?

Creating a quotation in Taskip is quick and straightforward. You can create and customize quotations directly from the dashboard; no technical setup required.

Quotation Creation

Step 1: Open Quotations

  • Log in to your Taskip account.
  • Scroll down the left-side menu and click Quotations.

Step 2: Create a New Quotation

  • If you haven’t created any quotations yet, a Create Quotation button will appear in the center of the screen.
  • If quotations already exist, click Create Quotation from the top-right corner.

Step 3: Fill in Basic Details

Complete the quotation form with the following information:

  • Select Contact
  • Subject
  • Currency
  • Expiry Date

Step 4: Create the Quotation

Click the Create Quotation button at the bottom of the form. Your quotation will be created instantly.

Step 5: Upload Your Logo

Click Upload Logo to add your brand logo to the quotation.

Step 6: Add Items

Click Add Item to include services or products in your quotation.

Step 7: Enter Item Details

Provide the following details for each item:

  • Item Name
  • Description
  • Quantity (Qty)
  • Rate
  • Tax

Once entered, the Amount will be calculated automatically.

Step 8: Review Total & Add Discount

  • After adding all items, the Total Amount will be generated automatically.
  • To apply a discount, click Add Discount and enter the percentage or fixed amount.

Step 9: Add a Default Note (Optional)

Enable Default Note to add additional information or terms. A notes section will appear in the quotation.

Step 10: Add Signature

  1. Click Signature to add an e-signature.
  2. Upload, draw, or type your signature.
  3. Click Confirm Signature to apply it to the quotation.

Quotation Template

On the left side of the quotation interface, you’ll find customization options to match your brand.

Step 1: Customize Theme Color

Click the Edit icon under Theme Color and choose a color that matches your brand.

Step 2: Select Currency

Choose your preferred Currency from the dropdown.

Step 3: Choose Discount Type

Select a Discount Type from the dropdown:

  • Fixed
  • Percentage

Step 4: Choose a Quotation Template

Click Quotation Templates and select a template that suits your needs.

Step 5: Save & Download

  1. Click Save Changes.
  2. Use the Download or Print icon to export your quotation.

Step 6: Your quotation is now ready to be shared with your client.