Sales
Create and manage quotations
Prepare, view, send, and manage Sales quotations and their revisions.
What this does
Sales quotations contain customer, optional opportunity, contact, validity, payment terms, and line-item details. Create and review them in Quotations.
Steps
- Select New Quotation, choose a customer, optionally select an opportunity, and enter the quotation details and line items.
- Choose Save as Draft to keep an editable draft, or preview the quotation and choose Send Quotation.
- Select a quotation in the list to review its details and revision history. For sent or viewed quotations, use the available reminder, accept, or reject actions; create a revision when available.
- For an accepted quotation, select Create Invoice to create a Finance invoice.
Result
The quotation and its current status appear in the Quotations list. Related invoices are managed in Finance invoices; continue with Create and manage opportunities.
Related/Next guide: Create and manage opportunities.