Create a quotation
Goal: Send a customer a professional, priced quotation they can review and accept.
A quotation doesn’t affect your accounts — it’s an offer. Once accepted, turn it into a sales order or invoice in one click.
Before you start
Section titled “Before you start”1. Start a quotation
Section titled “1. Start a quotation”In the sidebar, open Selling and select Quotation, then + Add Quotation.
2. Choose who it’s for
Section titled “2. Choose who it’s for”Set Quotation To — Customer or Lead — and select them.
3. Add the items and prices
Section titled “3. Add the items and prices”Add each Item, Quantity, and Rate, review the totals, and set a valid till date if it expires.
4. Save, submit, and send
Section titled “4. Save, submit, and send”Select Save, then Submit, then Print or Email to send it.
5. When it’s accepted
Section titled “5. When it’s accepted”Open the quotation and use Create → Sales Order (or Sales Invoice).
You’re done when…
Section titled “You’re done when…”The customer has a clear, priced quotation you can convert without re-entering anything.