How to create a quotation for a customer
Web
Updated Aug 2026
Send a customer a formal quotation (estimate) with your prices, track whether it’s accepted, and convert it to a sale when they say yes — no re-entering the items. A quotation doesn’t touch stock or your books until it becomes a sale.
Step by step
- Create the quotationWeb: in Quotations, create one — the customer, items, quantities and prices.
- Send itShare or print the quotation for the customer.
- Track and convertTrack its status; when accepted, convert it to a sale — see quote to sale.
Where to find it
Web: the Quotations area.
Quotation analytics show how many convert, so you can see your win rate.
Frequently asked questions
Can I send customers quotations?
Yes. Create a quotation with items and prices, send it, track its status, and convert it to a sale when accepted — without re-entering the items.
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