Your First Quote in 5 Minutes

Now that setup is complete, let’s create your first professional quote:

1. Open the Quote Form

1. Go to Quotes → Create Quote
2. You’ll see a clean, modern interface with:
   • Left Panel: Sakurato branding + license status
   • Center Panel: Quote editor (form fields)
   • Right Panel: Live PDF preview

2. Fill in Customer Details

Top Section:

• Customer Name: Enter client’s name
• Address: Client’s full address
• Date: Today’s date (pre-filled, editable)
• Offer Number: Auto-generated or custom

Greeting Text:

• Default text is pre-loaded from your settings
• Edit as needed for this specific customer

3. Add Items with Pricing

Pricing Table:

1. Click Add Item button
2. Fill in for each item:
   • Description: Product/service name
   • Quantity: Number of units (default: 1)
   • Net Price: Price per unit
   • VAT %: Tax rate (default: 23%)
3. Gross Price and Total calculate automatically
4. Add more items as needed
5. Final Total appears at the bottom

Quick Tips:

• Click Clear All Items to start over
• Items can be edited anytime
• VAT % can be changed per item

4. Add Optional Sections

Payment Terms:

• Enter payment conditions (e.g., “50% advance, 50% on delivery”)

Delivery Time:

• Specify lead time (e.g., “8-10 weeks”)

Warranty:

• Warranty details (e.g., “5-year warranty from date of acceptance”)

Notes:

• Additional terms, conditions, or important information

5. Add Photos (Optional)

Image Gallery Section:

1. Click Add Photo button
2. Select image from WordPress Media Library (or upload new)
3. Add up to 4 photos (Basic) or unlimited (Premium)
4. Images appear in a grid layout in the PDF

Recommended:

• Size: 800x600px or larger
• Format: JPG or PNG
• Show your products, previous work, or project details

6. Technical Sections (Premium)

If you have Premium, you can add detailed technical descriptions with rich text formatting:

1. Click Add Section (e.g., Construction, Steps, Railing)
2. Use the Rich Text Editor:
   • Bold, italic, underline
   • Bullet lists, numbered lists
   • Links
3. Sections appear in the PDF with professional formatting

7. Save Your Offer

Two Options:

Option A: Save to WordPress

1. Click 💾 Save button (top toolbar)
2. Offer is saved to database with auto-generated ID
3. You can reload it later from the list

Option B: Just Generate PDF (without saving)

1. Skip saving if you don’t need to track this offer
2. Go directly to Print/Share

8. Generate PDF or Public Link

🖨️ Print PDF:

1. Click Print button
2. Browser print preview opens
3. Select Save as PDF or print directly
4. PDF includes all sections, images, and branding

🔗 Generate Public Link:

1. Click Generate Link button
2. Secure URL is created (e.g., yoursite.com/offer/abc123/)
3. Copy link and send to client via email/messenger
4. Client can:
   • View the offer online
   • Accept or decline with one click
   • Download PDF (Premium only)
   • Add comments (Premium only)