A Quotation records an offer made to a customer. It includes a list of products and services along with prices, discounts, and payment and delivery terms.
Sales → Sales Documents → Quotations
Note: Quotations for projects can be created automatically from the Project Estimate document.
Quotations are generated based on the type of Estimation document:
- Initial Quotation: It is a 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.