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:

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

• Revision-Based Quotation: Covers the entire updated project scope, incorporating all changes from the latest revision, and references the corresponding Revision Number.