Skip to content
Stepify
How it works
Tutorials
Pricing
Sign in
Get started free
Home
Odoo CRM
How to create a new sales quotation for the customer Jane Doe
Odoo CRM
How to create a new sales quotation for the customer Jane Doe
6
steps
7m 54s
Excellent
80 views
February 11, 2026
Guided Replay
Video
Written Guide
Download
Embed
Share
Share Tutorial
×
Copy
LinkedIn
X
Facebook
WhatsApp
Email
1/6
Click app switcher to access Sales app
1/6
Step-by-Step Guide
1
Click app switcher to access Sales app
2
Click 'Sales' in sidebar to navigate to Sales app.
3
Click 'New' button to create a quotation.
4
Type 'Jane Doe' in the Customer field.
5
Select 'Jane Doe' from the customer dropdown.
6
Click 'Save manually' button to save the quotation.
✓
Complete
All 6 steps completed. How to create a new sales quotation for the customer Jane Doe.
Steps
1
Click app switcher to access Sales app
2
Click 'Sales' in sidebar to navigate to Sales app.
3
Click 'New' button to create a quotation.
4
Type 'Jane Doe' in the Customer field.
5
Select 'Jane Doe' from the customer dropdown.
6
Click 'Save manually' button to save the quotation.
×
‹
›
Step 1: Click app switcher to access Sales app
1 of 6
