Quotation

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:

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

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

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

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

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