Quotes
Quotes
Quotes are managed from the unified Documents module with the document type set to Quote.
What You Can Do Here
- review open and completed quotes
- filter the list and search by partner or reference
- open a quote for editing or review
- convert approved quotes into invoices
Typical Workflow
- Open Documents
- Switch the document type to Quote
- Use the list view to find the quote you need
- Open the record or continue with conversion and follow-up actions
In this section
- Creating Quotes - Build new quotes
- Quote Options - Available settings
- Quotes Panel Walkthrough - Overview of the quotes panel
- Exporting Quotes - Export to PDF
- Duplicating Quotes - Copy existing quotes
- Convert to Invoice - Transform approved quotes into invoices