Quoting
Quotes Overview
Navigate the quote list, understand quote statuses, and use filters to find what you need
Creating a Quote
Create a new quote, assign a client, set currency, and configure business terms
Adding Parts to a Quote
Define parts with materials, manufacturing operations, and purchased items to build a complete quote
Cost Calculation
Understand how Forge calculates unit costs, total costs, markups, and taxes on a quote
Sending a Quote
Preview the PDF, compose an email, and send a quote to your client
Managing Clients
Add and edit clients, manage contacts, and organize them with categories