Building a Quotation

A quotation is a proposed price you send to a customer before the sale. This guide walks through the quotation workspace from build to invoice.

Open the workspace

• Go to the Sales module and open the quotation workspace.
• Click New quotation and pick the customer, or create one inline.

Add products

• Add existing products from the shared Product table.
• Need a new product? Create it inline without leaving the quote.
• Set quantities, unit prices, and any discounts.

Send and sign

• Click Send to deliver the quote to the customer.
• The customer can review and sign, turning the quote into a confirmed order.

Convert to invoice

Once a quotation is accepted, convert it to an invoice in one click. The line items, tax, and totals carry over.

Quotation lifecycle

• Draft: editing in progress.
• Sent: awaiting customer response.
• Signed: accepted, ready to invoice.

Tips

• Use the shared address autocomplete for accurate customer addresses.
• Keep product names consistent so quotes read cleanly.