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Documentation Creating Quotes

Creating Quotes

Learn how to create professional quotes

Interface Overview

The QuotePro quote creation interface consists of three main areas: ┌─────────────────────────────────────────────────────────────┐ │ 🌸 SAKURATO BRAND PANEL │ │ └─ License...

Management Tab

Purpose: Load, save, delete, and duplicate existing offers Section: Select Offer Select offer dropdown: Shows list of all saved quotes...

Offer Data Tab

Purpose: Metadata, templates, and offer document settings Section: Templates (Premium) Template selector: Premium only: Save and load offer templates Template...

Customer Tab

Purpose: Client information that appears in the offer Customer Type Radio buttons: 🏠 Individual (default) 🏢 Business Individual format shows:...

Form Sections

Each section can be shown/hidden in the final PDF using the checkbox toggle. Offer Description Purpose: Introduction text that appears...

Working with Images

Location: Image Gallery section in left panel Adding Images Method 1: WordPress Media Library (Recommended) Click ➕ Add image button...

Technical Sections

Purpose: Detailed technical specifications with bullet lists Default Sections Every new offer starts with 4 default sections: Construction ✅ (visible...

Pricing & Items

Location: Price Items section in left panel Items Table Table columns: 📦 Description - Product/service name 🔢 Qty - Quantity...

Templates (Premium)

Purpose: Save recurring quote configurations for quick reuse What Gets Saved in Templates Template includes: ✅ Technical sections (titles +...

Tips and Troubleshooting

Productivity Tips 1. Rapid Item Entry: Fill Description → Press Tab Fill Qty → Press Tab Fill Net Price →...

Advanced Features

Custom Currency When to use: Your business uses a currency not in the dropdown How to set: Offer Data tab...