In WHMCS, a quotation (also called Proposal or Draft Invoice) allows you to offer a client a service or product price before converting it into an official invoice.

Step 1: Login to WHMCS Admin Panel

1. Go to your WHMCS Admin URL (e.g., https://yourdomain.com/admin).

2. Login with your Admin credentials.

Step 2: Go to Create a Quotation

1. Navigate to:
   Billing → Create New Quote (or Quotes depending on WHMCS version)

2. Click Create New Quote.

Step 3: Select Client

1. Choose the Client from the dropdown list.

2. If the client does not exist, create a new client first.

Step 4: Add Products/Services

1. Select the Products/Services you want to quote.

2. Enter:

   • Quantity

   • Price (customizable if needed)

   • Description

3. You can also add one-time fees or setup fees if applicable.

Step 5: Set Expiry & Notes

1. Set Quote Expiry Date (e.g., 7 days, 14 days).

2. Add internal notes (optional, visible only to admin).

3. Add client notes (optional, visible on quote PDF/email).

Step 6: Save and Send Quote

1. Click Save Quote.

2. WHMCS will generate a quote reference number.

3. You can:

   • Send to Client via Email

   • Download as PDF

Step 7: Convert Quote to Invoice (After Approval)

1. Once the client approves the quotation, you can convert it to an Invoice:

   • Go to Quotes → View Quote → Convert to Invoice

2. Review the invoice details and send it to the client for payment.