To access the Quotations list, go to Sales > Sales Documents >  > Quotations.

A Quotation records an offer made to a customer that includes a list of products and services with prices, discounts, and payment and delivery terms.

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The Quotations list

The list of quotations includes all the quotations available in the system. In the list, each quotation is shown with its effective period, document number and date, amount, and customer company. A check mark in the CO (Customer Order) column indicates that a customer order has been placed based on this quotation.

If you don't see a specific document, filter the list by company, or responsible person; rearrange the list by date or document number or use the Search field to locate the document by amount or contract number. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list. An icon with a green check mark ( Image Modified ) in the first column indicates that the corresponding quotation is valid on the current date.

Quotations can be based on documents of the following types: Lead or Project.

The documents of the following types can be created based on Quotations:

• Customer Order: To confirm the deal if the customer agrees to the conditions and terms of quotation.
• Invoice: To register the shipment of the goods and rendering the services to the customer.
• Proforma invoice: To issue a proforma invoice that precedes the shipment of goods and explains the delivery terms.
• Purchase Order: To initiate purchasing of the goods ordered by customer.

The toolbar buttons

To manually create a new document of the Quotation type, click the Create button on the toolbar.

To create a document based on a quotation, select the appropriate quotation in the list, click the Generate button, and select the required document type. The data from the quotation will be automatically copied to the new document.

To edit an existing document, double-click the line with the document in the Quotations list. You can also select the line, right-click it, and select Edit or click More actions > Edit on the toolbar. 

If you need to print the selected document, send it by email, or perform other operations, refer to List toolbar.

See also

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