The ‘Quotation’ document fixes an offer made to the customer and includes the list of inventory and services with prices, payment and delivery terms.
To access the ‘Quotations’ document list, go to the ‘Sales’ section (see the figure below).
The schematic showing how to access the ‘Quotations’ document list
As the list is filled and for convenience of work, you can change its display settings. Click the ‘More’ button in the document list right side toolbar and select ‘Configure list...’ from the drop-down list. To learn more about the lists display settings, see par. Work with the item list.
Quotation can be created based on the Lead document from the ‘CRM’ section, Project document or Companies catalog from the ‘Sales’ section.
The following documents can be created based on the ‘Quotation’:
- ‘Customer Order’ ( if a deal was made after a quotation)
- ‘Invoice’ (to arrange the shipment of an inventory after a quotation)
- ‘Proforma invoice’ (to issue the invoice, e. g. when order payment should to be separated into several independent invoices)
- ‘Purchase Order’ (to purchase inventory ordered by a customer)
- ‘Event’ (to schedule a meeting with a customer or a call related to the quotation)
To create a document based on the ‘Quotation’, select the appropriate quotation from the list, click the ‘Generate’ button and select the required document type. You can do it also by opening the ‘Quotation’ document. Quotation data will be automatically inserted in the new documents.
Form for creating documents based on the ‘Quotation’
In the CO (Customer Order) column of the quotation list all the quotations for which the customer order was placed will be marked with a tick.
To print a document, click the Print 
button and choose a printing form. The form will be opened for preview, then it can be edited in the Editing mode. To enable this mode, click the ‘Edit’ button on the toolbar above. Then click the ‘Print’ button.
To save a document in the required format, click the ‘Print’ button. The form will be opened for preview, then you can click the Save button, select the saving location and file format.
To send a document via email, click the ‘Print’ button. The form will be opened for preview, then you can click the Send button, select the file format and enter the receiver's address.
To see the documents related to the current one (hierarchy structure), click the View Hierarchy Structure button 
. The window containing all the related documents appears. You can open each of these documents (double-clicking it), repost, undo posting or mark for deletion (
, 
and 
buttons on the left toolbar). You can view the hierarchy structure from the list, or from each document by clicking the corresponding button in a form.
To attach or view files that are already attached to the document, click the Attached files button 
. In the displayed window you can add a file (‘Create’ button) or open an existing one for view/editing (
, ‘Edit’ and ‘Post and Close’ buttons). You can view attached files either from the list, or from each document by clicking the corresponding button in a form.