Create quotation
Key features
- Create quotations for specific companies and buyers
- Add products with custom pricing and discounts
- Set validity dates and internal notes
- Send the quotation to lock it and notify the customer
Quick guide
- Go to Orders > Quotations.
- Click New quotation.
- Fill in the required details and click Create quotation.
- Add products and adjust pricing.
- Click Save.
- Click Send quotation to send it to the customer.
Create a quotation draft
When creating a new quotation, you provide the basic details that define the customer, buyer, and currency.
| Field | Description |
|---|---|
| Quotation name | Internal name used to identify the quotation. |
| Customer | The company the quotation is created for. Cannot be changed after creation. |
| Quotation owner | The user responsible for managing the quotation. |
| Buyer | The contact person at the customer organization. |
| Currency | Currency used for all pricing in the quotation. Cannot be changed after creation. |
Click Create quotation to save the draft. You can then add products and pricing.
Add products
Go to the Products tab to add products to the quotation.
- Click + Add products.
- Search for and select the products.
- Set the quantity for each product.
- Set a Quotation price to override the default price if needed.
- Click Save.
Manage pricing
Each product line shows three price columns:
| Column | Description |
|---|---|
| Price | The product's standard retail price. |
| Price list price | The price from the customer's assigned price list. Shown if a price list is applied. |
| Quotation price | The price you set specifically for this quotation. Overrides the price list price. |
Order level adjustments
At the bottom of the Products tab, you can also set order level adjustments:
| Field | Description |
|---|---|
| Discount | A discount amount or percentage applied to the order subtotal. |
| Shipping | A estimated shipping cost added to the order. |
General details
The General tab is divided into two sections: quotation details and customer information.
Quotation details
| Field | Description |
|---|---|
| Quotation name | Name used to identify the quotation. |
| Expiration date | The date the quotation expires. After this date, the status changes to Expired. |
| Require confirmation | When enabled, the customer must accept the quotation and you must confirm before the order can be placed. |
| Reference | An external reference number, such as a customer PO number. |
| Payment terms | A static label shown on the quotation (e.g. "Net 30"). For informational purposes only — no payment functionality is connected to this field. |
Customer
Displays the customer's information pulled from the company record: company name, VAT number, billing and shipping addresses, buyer, quotation owner, and currency.
Click Change to assign a different customer to the quotation.
Communication
Once the quotation is sent, a Communication tab becomes available for messaging the customer and tracking responses. See Quotation communication.
Send the quotation
When the quotation is ready, send quotation .
- Review all products and pricing.
- Click Send quotation.
Quotation statuses
A quotation moves through several statuses during its lifecycle — from Draft when first created, to Pending when sent, and finally to Finalized, Rejected, or Expired. If Require confirmation is enabled, it also passes through Accepted and Confirmed before the order can be placed.
See Quotation statuses for a full overview.