Create an Estimate/Quotation on Swipe

Table of Contents

Step 1: Go to Estimates > Select Create Estimate

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Here you can search for existing customers or add a new customer to whom you want to send the estimate

Create estimate/quotation
quotation/estimate on swipe

Step 2: Enter Date

The date should be the day you are creating the estimate.

make estimates/quotation on swipe

Step 3: Add Referenceย 

add reference on Swipe

Step 4: Add product/Search existing product

Under product name you can search for existing product or add a new product.

Learn how to add a product.

add new product
existing 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.

show or hide product

Step 6: Click on add new item

To add a new item, click on Add item.ย 

Fill in other details like quantity, unit price, price with tax and discount in both percentage and rupees.

add item
other details

Step 7: Create & Edit notesย as well asย terms conditions.

add terms and 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.

save and print

Swipe is a free GST billing software, that helps you track your sales, purchases & estimates in real-time. With Swipe, you can easily manage your inventory, file GST returns, and create & share professional invoices.

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