The Quote Preview feature will allow you to preview the Quote prior to creating it, ensuring all the details are correct. To use this feature, simply click on Preview Quote after you've added the customer's details and all required items, etc to Preview the Quote:

In addition to confirming all of the items, pricing, etc. is correct, you can also click on Preview PDF or Preview Web View to view the Quote as your customer will see it:

If you need to make any changes, click the Edit Quote button at the bottom of the page to proceed with the appropriate changes. Otherwise, click the Create Quote button to create your quote.

Quoter Tip
If you’d like to bypass the Quote Preview functionality, click the Create Quote button as shown in the screenshot below which will create the Quote, and direct you back to the Quotes tab to view/edit/email the Quote accordingly:

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