Quotations

Offer a customer a price, get it approved and convert it into an order.

Overview

A quotation lists what you offer, at what price and on what terms. A customer can accept it, you can revise it, and an accepted quotation becomes a sales order.

Discounts above the threshold set in Discount Approval go to a manager before the quotation can be sent.

When to use quotations

A prospect asks for a price.
You want a controlled, trackable offer with approval on large discounts.
You want accepted offers to flow straight into orders and invoices.

Prerequisites

Step by step

Open Sales → Transactions → Quotations and choose New Quotation.
Screenshot for this step has not been captured yet — run npm run docs:flow.

Field reference

Field	Description	Required	Data type	Business meaning
Customer	Who the offer is for.	Yes	Customer	Sets defaults and credit checks.
Valid until	When the offer expires.	No	Date	Shown to the customer.
Currency	Currency of the offer.	Yes	Currency	Prices and totals use it.
Lines	Item, quantity, price, discount, tax.	Yes	Lines	Become the order lines on conversion.
Terms & conditions	Contract terms printed on the document.	No	Text	Falls back to the default in Print Settings.

Lifecycle

DraftSentAcceptedRejectedExpiredCancelled

Revisions are versioned so you can compare what changed. An accepted quotation can be converted into a sales order.

Accounting impact

A quotation has no accounting effect. Posting happens when the resulting order is delivered and invoiced.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

sales.quotations.view
sales.quotations.create
sales.quotations.update
sales.quotations.send
sales.quotations.accept
sales.quotations.reject

Automation

Pre-built sales automations are available under Sales → Automations.

Proposals

Sales Orders