Understanding Sales Quotation

A sales quotation is a document that details the price of your product or service for a prospective customer. It serves as a formal notice of the expected cost rather than a binding contract.

Settings

Navigate to Settings > Sales.

Under the Quotation Preferences tab, check the box Sales Quotation.

Click on Update.

Creating Sales Quotation

Navigate to Left Menu > CRM Sales > Quotation.

Click on the plus button and select the Sales from dropdown option.

Fill in all the details in the Sales Quotation form that opens.

Select the products from the product list under the Add Product dropdown option.

Click on Save.

Note: In Sales Quotation, a user can take a single GST for all the products.

Viewing Sales Quotation

Navigate to Left Menu > CRM Sales > Quotation.

Click on the Sales Quotation No. which you want to view under the Quotations tab.

On the right hand side of the Quotation Proposal page there are eight buttons which are used for the following:

Edit: This button is used to edit the form if any changes need to be made.

Copy : This button is used to copy the quotation to create a new quotation for other customers.

Accept : This button is clicked to indicate acceptance of the quotation.

Reject : This button is clicked to reject/ non acceptance of  the quotation.

Send Mail : This button is used to directly mail the form to the customer.

Print : This prints the form for physical mailing/ storage purposes.

Back : This button takes the page to the quotation page.

Proforma : A proforma invoice is a preliminary bill of sale sent by a seller to a buyer in advance of a shipment or delivery of goods or services.