Quotations

Quotation act as a formal statement setting out the estimated cost for a particular product or service. In our system, quotation can to convert to an invoice, which eliminate manual invoice creation by referring quotation information.

• Prerequisite

• How to add a quotation

• How to filter quotations

• How to export quotation

• How to send quotation to customer

• How to convert quotation into invoice

How to add a quotation

1. Go to Quotation page

2. Click on

3. Fill in the necessary fields marked (*). Some explanation of the fields are as such:

   Field	Description
   Customer	(required) Indicates this quotation is belongs to the selected customer
   Quotation Date	(required) The date that this quotation is issued
   Due Date	(required) The date that this quotation is due
   Quotation Number	(required) A running number for quotation with prefix and auto-generated number configured at setting page, see Quotation Setting page
   Ref Number	Additional reference number indicating the invoice

4. Select one/multiple quotation products & services, adjust the amount if necessary.

   

   {info} You can add new product by clicking [ Add a Product & Service]

5. Save Quotation
   

How to filter quotations

1. Click on

2. Fill up the filter(s) you need:

   {info} Changes will automatically applied

   

   Field	Type	Description
   Customer	Dropdown with Search	Customer name
   Status	Dropdown	Quotation status: Draft, Sent, Viewed, Expired, Accepted, Rejected
   From	Date	Quotation which dated from this date onwards
   To	Date	Quotation which dated before this date
   Quotation Number	Text	Quotation number which matched Quotation's table QUOTATION column

Methods to reset filter

1. Click Clear All at filter fields area.
2. Remove the value you have inserted, it will recognized it as no filter input.

How to export quotation

Export Single Quotation (pdf)

Method 1: via. Quotation's table

1. At Quotation page , click on triple dots at the right most column.
   
2. Click
3. The download will begin.
   
   

Method 2: via. Quotation view

1. At Quotation page , click on triple dots at the right most column.
   
2. Click to view.
3. At view page, click on top right corner's triple dots button
4. Click to begin download.
   • (alt.) Or, move your mouse over the pdf display, click the download icon on the appearing top bar

How to send quotation to customer

1. At Quotation page , click on triple dots at the right most column.
   
2. Click
3. Click [Ok] on the confirm message.
   

   {success} An email is sent to customer with link to view quotation PDF

Additional setting

You can setup your 'reply to' email address by following steps:

1. Go to Settings page
2. Then go to Notifications subpage
3. Fill in your 'reply to' email address at [Send Notifications to *] field
4. Click

How to convert quotation into invoice

{info} Get ready a quotation first, refer create quotation

1. At Quotation page , click on triple dots at the right most column.
2. Click to view.
3. Click [Ok] on the confirm message.
   

   {success} Done 🎉 You can view your converted invoice at Invoice page .