03.01 Creating a new Project

Creating a new project in Specifi Quote is easy.

Just click on “New Project” and enter in the project details, such as the title and description.

Next, click on “Create Quotation” to start building your first quote.

After clicking “Create Quotation” you can enter in the predefined terms of sale, terms of purchase, or additional services.

You are now ready to start adding equipment.

Specifi Quote gives you the ability to create multiple quotes for the same project.

Simply select the project, click the + icon, and begin building a new quote.

You can add another quote by clicking on the eye icon and add products right away.

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