Quotations

Convert quotation to order

Place an order from a quotation once it is ready, carrying over all agreed products and pricing.

Key features

  • Place an order directly from a quotation in one step
  • Carry over all products, pricing, and customer details from the quotation
  • Retain the link between the order and the original quotation for traceability

Quick guide

  1. Open the quotation.
  2. Click Place order.
  3. Confirm to finalize the order.
The required status before placing an order depends on the quotation workflow. See prerequisites below.

Prerequisites

The step required before placing an order depends on whether Require confirmation is enabled on the quotation.

WorkflowRequired status before placing order
No confirmation requiredPending
Confirmation requiredConfirmed

See Quotation statuses for a full description of each workflow.

Place the order

  1. Open the quotation.
  2. Click Place order.
  3. Confirm to create the order.

The order is created and the quotation status changes to Finalized.

After the order is placed

  • The quotation status changes to Finalized and can no longer be edited.
  • The order follows the standard order fulfillment workflow and has a reference to the base quotation.
  • The quotation remains accessible in the Quotations list for reference.

Quotation communication

Communicate with the customer and track all activity on a quotation through the Communication tab.

Quotation pricing

Understand how product prices are set and updated in a quotation, and when they become locked.