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Quotation

Written by B3Networks Academy

Updated at May 29th, 2023

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Table of Contents

Create a Quote Manage a Quote Draft Awaiting Accepted Declined Invoiced

A quotation is a formal statement setting out the estimated cost for a particular job or service. It can be found under Invoice app.

Create a Quote

In order to create a quotation, please follow the steps below:

  1. Go to the Invoice app
  2. Select Quote tab
  3. Click + Create Quote
  4. Fill in the required information:
    • Name
    • Recipients
    • Products
    • Note (optional)
      • e.g: a Bank account for cheque payment
  5. Create Quote
  6. Preview or Edit (if needed)

Manage a Quote

Draft

With a Quote, you can edit the content until it is perfect and accepted by your customers.
You can take the below actions:

  • Edit
  • Send
  • Mark as Sent
  • Download
  • Copy
  • Delete

Awaiting

After an invoice is Sent or Mark as Sent, the status is changed from Draft to Awaiting. 
Then the action list is updated:

  • Edit
  • Resend
  • Accept
  • Decline
  • Download
  • Copy
  • Delete

Accepted

Awaiting invoice can be updated to Accepted and can be processed with the following options:

  • Invoice
  • Resend
  • Decline
  • Download
  • Copy
  • Delete

Declined

Awaiting invoice can be updated to Declined and can be processed with the following options:

  • Invoice
  • Resend
  • Accept
  • Download
  • Copy
  • Delete

Invoiced

When the quotation's status is changed to Invoiced, an invoice is created as Draft in the Invoice tab.

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