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changes.mady.by.user Nikolai Kolotukhin

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Sales → Sales Documents → Quotations

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Note: Quotations for projects can be created automatically from the Project Estimate document.

Quotations are Image Added

The quotation document can be generated using the "Generate" option from the project estimate document. If created this way, all relevant details will be automatically populated from the project estimate.

It is generated based on the type of Estimation document:

  • Initial Quotation: It is a the first offer made for the project scope.
  • Revision-Based Quotation: Covers the entire updated project scope, incorporating all changes from the latest revision, and references the corresponding Revision Number.

  • Variation-Based Quotation: Includes only the modified or added line items resulting from a variation, and references the specific Variation Number for traceability.

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