Skip to main content

Quotations

Quotations track sales quote details without invoice or billing behaviour.

Screenshot needed: Quotations list page

Screenshot needed: Quotation detail page with line items

Screenshot needed: Generated quotation PDF preview or download action

What this is for​

Use quotations to prepare and track quote numbers, customer details, line items, terms, notes, and generated PDFs.

Who uses it​

Sales engineers, office admins, and owners.

Steps​

  1. Open Quotations.
  2. Click Create Quotation.
  3. Link a customer, lead, or deal if available.
  4. Add items, amounts, terms, and notes.
  5. Save the quotation.
  6. Download the generated PDF if available.

Important notes​

To be verified: final PDF layout and approval workflow should be confirmed before training.

Common mistakes​

  • Creating a quotation without linking the correct deal.
  • Entering wrong validity dates.
  • Sending an old PDF after the quotation was changed.