Quotes
Compose quotes, iterate on revisions, and hand approved work off to production.
Quotes · how to
Add a catalog item to a draft quote
Select an existing catalog item or create a reusable product inside a draft quote.
Quotes · how to
Create a new revision of an issued quote
Revise an issued quotation in a new draft while preserving the earlier official document.
Quotes · how to
Create a quote and open its draft revision
Create a quote request, check its initial stage and revision, and open the draft Composer.
Quotes · how to
Create an order from a won quote
Review prefilled order details, enter the accepted quantity, and verify the saved quote-to-order link.
Quotes · how to
Edit a quote line's customer description
Review and edit the customer-facing wording on a draft quote line, then confirm the saved text in Preview.
Quotes · how to
Enter quantities, price bases and lead times
Add quantity breaks to a draft product line and check each option’s price, units and lead time.
Quotes · how to
Issue a quote and retrieve its official PDF
Create the official quotation document, confirm the revision is locked, and retrieve the saved PDF.
Quotes · how to
Log quote activities and follow-ups
Record a conversation on a quote and keep the next action in a separate linked task.
Quotes · how to
Move a quote through the sales pipeline
Record Sent, Won or Lost and distinguish the sales outcome from document revision status.
Quotes · how to
Organize a quote into sections and line items
Add named sections and editable lines to a draft quote.
Quotes · how to
Preview, print and download a draft quote
Review a saved draft, download its PDF and open its print view before issuing a quote.