Creating budgets with Alegra is a simple and effective task that will allow you to have better control of your business finances. How to create budgets with Alegra? is a common question among entrepreneurs and small business owners seeking to optimize their financial management. With the Alegra platform, you will be able to prepare detailed budgets quickly and efficiently, giving your clients a clear and accurate overview of the costs and services you offer. Through this tool, you will be able to include the necessary data, such as prices, quantities, taxes and discounts, to present attractive and well-structured commercial proposals, with the flexibility to customize budgets according to the needs of each client.

– Step by step -- How to create budgets with Alegra?

• How to create budgets with Alegra?
• Step 1: Log in to your Alegra account.
• Step 2: Go to the “Budgets” module in the main menu.
• Step 3: Click the “Create quote” button.
• Step 4: Fill in the customer's information, such as name, address and email.
• Step 5: Add the products or services to be included in the quote. You can search for them in the Alegra product catalog.
• Step 6: Specify the quantity, price and description of each item.
• Step 7: Review the quote before sending it to the client.
• Step 8: Click "Send" so that the client receives the quote by email.
• Step 9: You can also download the budget in PDF format or print it if necessary.

FAQ

How to create budgets with Alegra?

1. Log in to your Alegra account
2. Select the “Budgets” option in the main menu
3. Click on "Create Quote"
4. Fill in the required fields, such as client, issue date, and contact information
5. Add the products or services that the quote will include
6. Save the quote once completed

How to send a quote created in Alegra?

1. Go to the list of budgets in the corresponding section
2. Select the quote you want to send
3. Click “Send by Mail” or “Download PDF” to send it by email
4. Enter the recipient's email address and click send

Is it possible to modify a budget once it has been created?

1. Log in to your Alegra account
2. Go to the budget list and select the one you want to modify
3. Make the necessary changes and save the budget again

How to convert a quote into an invoice in Alegra?

1. Select the quote you want to convert into an invoice from the quote list
2. Click on “Convert to invoice”
3. Verify the information and save the invoice

How to consult the budgets created in Alegra?

1. Log in to your Alegra account
2. Go to the “Budgets” section in the main menu
3. You will be able to see a list with all the budgets created and their status

Does Alegra allow you to create several quotes for the same client?

1. Yes, you can create as many quotes as you need for the same client
2. Just be sure to identify each quote clearly to avoid confusion.

How to delete a budget in Alegra?

1. Go to the list of budgets in the corresponding section
2. Select the budget you want to delete
3. Click "Delete" and confirm the action

How to validate the validity of a budget in Alegra?

1. Log in to your Alegra account
2. Select the budget you want to validate
3. Check the effective date established in the budget

Can I include taxes in budgets created with Alegra?

1. Yes, when creating the quote you will have the option to add taxes to the products or services included
2. You must select the type of tax and its corresponding percentage

How to track sent quotes in Alegra?

1. Log in to your Alegra account
2. Go to the budget list and check the status of each one
3. Alegra will show you if a quote has been sent, approved, rejected or expired

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