Quotations

Creating a Quotation

1. Navigate to Finance → Quotations
2. Click New Quotation
3. Select the client
4. Add products/services with quantities and pricing
5. Set validity period
6. Send to client

Quotation Lifecycle

1. Draft — Preparing the quote
2. Sent — Delivered to client
3. Accepted — Client approved
4. Rejected — Client declined
5. Expired — Past validity date

Converting to Invoice

When a quotation is accepted:

1. Open the accepted quotation
2. Click Convert to Invoice
3. All line items, pricing, and client details are copied
4. Review and send the invoice

Versioning

Keep track of quotation revisions:

• Each edit creates a new version
• View version history to compare changes
• Clients always see the latest version