Skip to main content
  • Knowledge Base
  • Getting started
    • Getting started
    • Signing Up
    • Multiple Fiskl accounts
    • Setting up your organisation
    • Navigation in the list screens
    • Navigating Fiskl
    • Available currencies
  • Homescreen Overview
  • Company and Invoice Settings
    • Company and Invoice Settings
    • Enter your company details and logo
    • Set your accounting information
    • Manage your tax settings
    • Edit your default payment info and terms
    • Select language for invoices and quotes
    • Available languages
    • Whitelist your email domain
  • Manage users
    • Manage users
    • Permission levels/user roles
    • View your teams permissions
    • Adding a new user
    • Change user permissions
  • Payment Integrations
    • Payment Integrations
    • Setting up Fiskl Payments
    • Setting up a Stripe account
    • Connect to an existing Stripe account
      • Connect to GooglePay
      • Connect to ApplePay
      • Connect to iDeal
    • Connect to your Paypal account
    • How does my client pay?
  • User menu
    • User menu
    • User Settings
    • Preferences
      • Preferences
      • Default rate for time
      • Default rate for mileage
      • Set time, date, number settings
      • Change appearance of your app
    • Contact support
    • Terms of service
    • Privacy policy
    • What’s new
  • Exporting your data
  • Your day
  • Invoices
    • Invoices
    • Invoice settings
      • Invoice settings
      • Change the default tax invoice settings
      • Change the default language for your invoice
      • Add or change payment method
      • Change currency and exchange rate for your invoice
    • Create a new invoice
      • Create a recurring invoice
      • Edit invoice name, number and dates
      • Add client information to your invoice
      • Add or Edit existing items to your invoice
      • Add new product or service to your invoice
      • Add new expense to your invoice
      • Add new mileage to your invoice
      • Add new time to your invoice
      • Apply reverse tax to invoice items
      • Remove and Duplicate an item
      • Re-order position of items
      • Payment method, info and notes
      • Add/Change discount
      • Add a deposit
      • Add payment schedule
      • Preview and send your invoice
    • Recurring invoices
      • Recurring invoices
      • Create a recurring invoice
      • Duplicate a recurring invoice
      • Disable a recurring invoice
      • Edit a scheduled recurring invoice
    • Recording a payment
    • Search, Filter and view your invoices
    • Understand status’ of your invoices
    • Delete, duplicate, re-send an invoice
    • Print your invoice
    • Edit your invoice and change status
  • Quotes
    • Quotes
    • Create a new quote
      • Create a new quote
      • Edit quote name, number and dates
      • Add client information to your quote
      • Add or edit existing items to your quote
      • Add new product or service to your quote
      • Add new expense to your quote
      • Add new mileage to your quote
      • Add new time to your quote
      • Remove or Duplicate a quote item
      • Re-order position of quote items
      • Applying a discount
      • Preview and send your quote
    • Quote Settings
      • Quote Settings
      • Change the default quote tax settings
      • Change the default language for your quote
      • Change currency for your quote
    • Preview and send your quote
    • Understand status’ of your quotes
    • Edit your quote and change status
    • Convert your quote to an invoice
  • Expenses
    • Expenses
    • Create an expense
    • Search, filter and view your expenses
    • Delete or duplicate your expense
    • Add existing expense to an invoice or quote.
    • Edit an expense
    • Import your expenses
  • Time
    • Time
    • Using the timer
    • Log time and quick save
    • Create new time item
    • Add existing time to an invoice or quote
    • Search, filter and view your time
    • Delete or duplicate your time
    • Edit your time item
  • Mileage
    • Mileage
    • Create a new mileage item
    • Add existing mileage to an invoice or quote
    • Search, filter and view your trip
    • Delete or duplicate your trip
    • Edit your mileage
  • Products and Services
    • Products and Services
    • Create a new product or service
    • View or edit your product/service
    • Search and filter your products and services
    • Add existing product/service to an invoice
    • Delete or duplicate your product or service
  • Non-invoice income
    • Create Non-invoice income
    • Create Non-invoice income
    • Search, Filter and view your Non-invoice income
    • Delete or duplicate your Non-invoice income
    • Export your Non-invoice income
  • Banking
    • Connect your bank account
    • Connect your bank account
    • Edit your bank account
    • Disconnect your bank account
    • Your banking transactions
  • Calendar
    • Calendar
    • View your tasks
    • Create, edit and delete a task
    • Mark task as complete
  • Clients
    • Clients
    • Importing your client from Excel or CSV
    • Import client info from your contacts
    • Add a new client
    • View, edit or delete your client
    • Create a new invoice from your client list
  • Zapier integration
  • Chrome extension
Knowledge Base
  • Login
  • Register

Create a new quote

Everything you need to know about creating and sending a quote.

How can we help?

Popular search terms: api, bank, import, payroll, banking

To create a new quote, go to the Quotes menu item, tap on the plus icon on your mobile, or click on “Create new Quote” on the web.

fiskl.kb

Was this article helpful to you?

Yes, thanksNo, not really

Related Articles

  • Troubleshooting Payments
  • How to enable Third-Party Cookies on browsers
  • Add or Edit existing items to your quote
  • Add new expense to your quote
  • Re-order position of quote items
  • Add existing product/service to an invoice
Comments are closed.
  • Knowledge Base
  • Getting started
    • Getting started
    • Signing Up
    • Multiple Fiskl accounts
    • Setting up your organisation
    • Navigation in the list screens
    • Navigating Fiskl
    • Available currencies
  • Homescreen Overview
  • Company and Invoice Settings
    • Company and Invoice Settings
    • Enter your company details and logo
    • Set your accounting information
    • Manage your tax settings
    • Edit your default payment info and terms
    • Select language for invoices and quotes
    • Available languages
    • Whitelist your email domain
  • Manage users
    • Manage users
    • Permission levels/user roles
    • View your teams permissions
    • Adding a new user
    • Change user permissions
  • Payment Integrations
    • Payment Integrations
    • Setting up Fiskl Payments
    • Setting up a Stripe account
    • Connect to an existing Stripe account
      • Connect to GooglePay
      • Connect to ApplePay
      • Connect to iDeal
    • Connect to your Paypal account
    • How does my client pay?
  • User menu
    • User menu
    • User Settings
    • Preferences
      • Preferences
      • Default rate for time
      • Default rate for mileage
      • Set time, date, number settings
      • Change appearance of your app
    • Contact support
    • Terms of service
    • Privacy policy
    • What’s new
  • Exporting your data
  • Your day
  • Invoices
    • Invoices
    • Invoice settings
      • Invoice settings
      • Change the default tax invoice settings
      • Change the default language for your invoice
      • Add or change payment method
      • Change currency and exchange rate for your invoice
    • Create a new invoice
      • Create a recurring invoice
      • Edit invoice name, number and dates
      • Add client information to your invoice
      • Add or Edit existing items to your invoice
      • Add new product or service to your invoice
      • Add new expense to your invoice
      • Add new mileage to your invoice
      • Add new time to your invoice
      • Apply reverse tax to invoice items
      • Remove and Duplicate an item
      • Re-order position of items
      • Payment method, info and notes
      • Add/Change discount
      • Add a deposit
      • Add payment schedule
      • Preview and send your invoice
    • Recurring invoices
      • Recurring invoices
      • Create a recurring invoice
      • Duplicate a recurring invoice
      • Disable a recurring invoice
      • Edit a scheduled recurring invoice
    • Recording a payment
    • Search, Filter and view your invoices
    • Understand status’ of your invoices
    • Delete, duplicate, re-send an invoice
    • Print your invoice
    • Edit your invoice and change status
  • Quotes
    • Quotes
    • Create a new quote
      • Create a new quote
      • Edit quote name, number and dates
      • Add client information to your quote
      • Add or edit existing items to your quote
      • Add new product or service to your quote
      • Add new expense to your quote
      • Add new mileage to your quote
      • Add new time to your quote
      • Remove or Duplicate a quote item
      • Re-order position of quote items
      • Applying a discount
      • Preview and send your quote
    • Quote Settings
      • Quote Settings
      • Change the default quote tax settings
      • Change the default language for your quote
      • Change currency for your quote
    • Preview and send your quote
    • Understand status’ of your quotes
    • Edit your quote and change status
    • Convert your quote to an invoice
  • Expenses
    • Expenses
    • Create an expense
    • Search, filter and view your expenses
    • Delete or duplicate your expense
    • Add existing expense to an invoice or quote.
    • Edit an expense
    • Import your expenses
  • Time
    • Time
    • Using the timer
    • Log time and quick save
    • Create new time item
    • Add existing time to an invoice or quote
    • Search, filter and view your time
    • Delete or duplicate your time
    • Edit your time item
  • Mileage
    • Mileage
    • Create a new mileage item
    • Add existing mileage to an invoice or quote
    • Search, filter and view your trip
    • Delete or duplicate your trip
    • Edit your mileage
  • Products and Services
    • Products and Services
    • Create a new product or service
    • View or edit your product/service
    • Search and filter your products and services
    • Add existing product/service to an invoice
    • Delete or duplicate your product or service
  • Non-invoice income
    • Create Non-invoice income
    • Create Non-invoice income
    • Search, Filter and view your Non-invoice income
    • Delete or duplicate your Non-invoice income
    • Export your Non-invoice income
  • Banking
    • Connect your bank account
    • Connect your bank account
    • Edit your bank account
    • Disconnect your bank account
    • Your banking transactions
  • Calendar
    • Calendar
    • View your tasks
    • Create, edit and delete a task
    • Mark task as complete
  • Clients
    • Clients
    • Importing your client from Excel or CSV
    • Import client info from your contacts
    • Add a new client
    • View, edit or delete your client
    • Create a new invoice from your client list
  • Zapier integration
  • Chrome extension
Copyright © 2020 Fiskl Limited
Fiskl Limited is registered in England and Wales (No. 09330290). All rights reserved.