How to Create a Quotation
Draft a quotation with customer, line items, validity date, notes, and terms using a template.
Step 1
Open New quotation
Go to Quotations from the sidebar and click New quotation. If you do not see Quotations, your subscription plan may not include the module.
Step 2
Choose a template
Pick the template that matches your business: Modern Corporate (services), Premium Proposal (projects), Trading & Supply (products/GST), or Interior & BOQ (section-grouped fit-out). The template controls which fields appear.
Step 3
Add customer and line items
Select the customer, then add products or custom line items with quantity, unit price, and tax. Totals are calculated automatically.
Step 4
Set validity, notes, and terms
Set the Valid until date (used later for expiry), and review notes, payment schedule, and terms. These are prefilled from your quotation defaults and can be edited per quotation.
Step 5
Save the draft
Save the quotation. It starts in Draft status and appears in your quotations list.
Expected outcomes
- A quotation is saved as a draft
- Quotation is ready to submit, approve, or send
Related tutorials
Choose the Right Quotation Template
Understand the four quotation templates and set a default for new quotations.
Set Quotation Defaults
Prefill payment schedule, notes, and terms so every new quotation starts consistent.
Quotation Approval Workflow (Maker-Checker)
Turn on internal approval, understand submit/approve, self-approval rules, and who can send.
Quotation Lifecycle Statuses Explained
A complete guide to every quotation status — what it means, how you get there, and what actions are available next.
Send a Quotation to Your Customer
Approve or mark a quotation ready, then email it with a PDF attached.