Quotation statuses
Create and send a quotation
1
Go to Quotations → New Quotation
2
Select the customer and set the expiration date
3
Add products with quantities, prices and discounts
4
Write terms, conditions and notes if applicable
5
Use Preview to review the PDF before sending
6
Save as Draft or click Send to email it
Foreign-currency quotations
If the company has foreign currencies enabled, the quotation form shows the Document currency selector with its exchange rate (the one in effect on the quotation date or a custom one). The quotation amounts stay in the chosen currency and are not converted afterward. When you edit without changing the currency, the original currency and rate are kept. See Multi-currency.Convert a quotation into a sale
1
Open the approved quotation
2
Click Convert to Sale
The system creates a new sale with all the quotation’s data. If the quotation was in a foreign currency, the sale keeps that currency and its rate.
3
Complete the payment details on the generated sale and save
Other available actions
- Duplicate — reuse a previous quotation as a base.
- Extend expiration — extend the validity if the customer needs more time.
- Archive — hide inactive quotations without deleting them.
- Internal comments — add notes about the negotiation.
- Export — download the list as Excel or PDF.