How to create an Estimate or Quotation on Swipe
Swipe
Step 1: Go to Estimates > Select Create Estimate
Here you can search for existing customers or add a new customer to whom you want to send the estimate
**Step 2: Enter Date
**
The date should be the day you are creating the estimate.
Step 3: Add Reference
Step 4: Add product/Search existing product
Under product name you can search for existing product or add a new product.
Step 5: Choose show/Hide Description
Show description can be used if you want to show/hide description of the products in the estimate.
Step 6: Click on add new item
To add a new item, click on Add item.
Fill in other details like quantity, unit price, price with tax and discount in both percentage and rupees.
Step 7: Create & Edit notes as well as terms conditions.
Step 8: Save the estimate for later or print it immediately.
You can either save the estimate to work on it later or save and print it immediately.
For further, more detailed information on this topic, visit Swipe Blogs.
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Swipe
Swipe
Our Mission is to simplify finance so every growing business can reach its full potential. Empowering businesses across India Welcome to the future of billing with Swipe! We believe in effortless, efficient, and empowering finance management for businesses across India. Swipe is designed to revolutionize the way business owners handle invoicing and payments, making it easier than ever to stay organized and get paid on time. Take a step further with Swipe and experience the simplicity of managing your finances. Who Are We? Swipe is a simple invoicing, payments & GST compliance software trusted and loved by 5L+ SMEs in India. With Swipe, we've streamlined the billing process, eliminating the headaches and complexities of invoicing. We continue beyond just creating invoices. Customize your invoices with your brand colors, choose from different invoice templates, e-Way bills, e-Invoicing, export invoices, GST reports, online store, and much more, all within one app. Let us handle the billing while you focus on what you do best – growing your business!