Before you start
- Create a lead with priced item lines.
Print a quotation
- Open the lead.
- Choose its print option to produce the quotation, using your print set-up and branding.
- Print it or save it as PDF and send it to the customer.
Screenshots coming: Screenshots for this topic are being prepared from a demo company.
Tips
- A quotation is the lead printed; there is no separate quotation document.
- Today, when the customer confirms, enter the sales order separately. Converting a quotation into an order is not available.