Create a New Quotation

This article explains how to create a new quotation in Qoyod and later convert it into an invoice, along with the actions available on quotations.

What is a quotation

A quotation is a document you send to a customer that includes indicative prices and specific terms and conditions. Once the customer accepts the quotation, you can convert it into an invoice with one click and track the customer’s payments.

Path in Qoyod

Sales › Quotations › Create Quotation

Steps

1. From the “Sales” dropdown, click the (+) icon next to “Quotations”.
2. Select the customer the quotation is sent to.
3. Enter the issue date and the expiry date.
4. Select the service or product and set the price.
5. Add terms, conditions, and notes (optional). You can standardize them from the quotation settings in General Settings.
6. Add attachments (optional).
7. Fill in the extra information: project, and any custom fields tied to invoices and quotations.
8. Click “Save and Approve” to create the quotation.

Quotations page

After saving, you land on the Quotations page, which has three sections:

• Chart: classifies quotations by status (sent, invoiced, approved, draft).
• Search fields: search by quotation number and filter by criteria.
• Quotations list.

Actions available on a quotation

• View: review the quotation details.
• Print: print the quotation.
• Download PDF.
• Duplicate: copy the quotation.
• Send: email the quotation to the customer.
• Convert to invoice: convert the quotation into an invoice once the customer approves.
• Edit.
• Cancel: the quotation stays saved with a “Cancelled” status. Accounts are not affected by cancellation as long as the quotation has not been converted into an invoice.
• Delete: remove the quotation from the list.