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Create a quotation

A quotation is a priced offer you send a customer before any sale is booked. Build it line by line; once accepted you can turn it straight into an invoice.

Beginner4 steps~3 min

Before you start

1

Start a new quotation.

From Accounts Receivable, open Quotations and choose "New".

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Start a new quotation.
2

Fill the header.

Pick the customer, set the issue and expiry dates, and choose the currency.

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Fill the header.
3

Add the quotation lines.

For each item set a description, quantity, unit price, and tax. The totals update as you type.

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Add the quotation lines.
4

Save the quotation.

It opens as a draft. From here you can submit it for approval, send it to the customer, and track its status.

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Save the quotation.