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How to Create Your First Quote

This guide walks you through creating your first Sales Quote in Velosity using the updated workflow.

1. Create New

  1. Navigate to Sales → Quotes.
  2. Click Create New to start a new Sales Quote.

Sales Quotes List Create New Quote

2. Choose Customer

Choose Customer

3. Scroll to Lines & Items – Choose Smart Quote

  1. Scroll down to the Lines & Items section.
  2. Select Smart Quote to begin adding a configured item.

Click Smart Quote

3. Select the Product to Configure

  1. Browse or search for the product you want to configure.
  2. Click the product to open the configuration screen.

Select Product

4. Choose Your Desired Options

  1. Adjust the available options such as:
  2. Dimensions
  3. Features
  4. Materials
  5. Associated components
  6. Confirm your selections before proceeding.

Configure Options

5. Click on “Add To”

Once configuration is complete, click the Add To (or Finish) button at the bottom of the configuration screen.

Add To Button

6. Select “Add to Sales Quote”

Choose Add to Sales Quote to attach the configured item to your new quote.

Add to Sales Quote

7. Select the Customer and Click Add

  1. Select the customer for the quote.
  2. Click Add to finalize adding the configured item.

Select Customer

✔️ Done

Your configured item is now added to the Sales Quote.
You may continue adding items, editing details, or finalize the quote for sending.

Quote Complete