Quotation

Send price quotations to customers.

A Quotation proposes pricing to a customer before an order. It can later convert into an invoice or order.

Create a quotation

Open Quotation and create one.
Set the Quotation Number, Quotation Date and a Quotation Reference Number.
Add line items and set Payment Terms.
Save and send to the customer.

For configurable, approval-driven quoting, see the CPQ Quotes section.