What to configure
In short: Create professional quotes from Shopify products and customers, then manage their lifecycle alongside invoices.
1. Choose a customer
Create professional quotes from Shopify products and customers, then manage them alongside invoice workflows.
2. Add products and quantities
Create professional quotes from Shopify products and customers, then manage them alongside invoice workflows.
3. Save, preview, and send the quote
Create professional quotes from Shopify products and customers, then manage them alongside invoice workflows.
Before you activate it
Preview the generated document, verify the Shopify data used, and confirm legal or accounting settings with the appropriate adviser for your business.
Next step
Continue with the related guides or install Navelis Invoice to test the workflow on your Shopify store.