The Sales Quotes tab serves as a central area for creating, editing, and monitoring sales quotations provided to customers or prospects. This feature helps businesses efficiently generate professional-looking quotes, detailing prices, products, or services before finalizing a sale. With this tool, users can manage follow-ups on quotes and convert them into sales orders or sales invoices when needed.
To create a new sales quote, click the New Sales Quote button.
The Sales Quotes tab displays several columns:
Date when the sales quote was issued
Date when the sales quote expires, if an expiry date has been set
Reference number of the sales quote
Customer who received the sales quote
Description of the sales quote
Total amount of the sales quote
The status of a sales quote can be Active, Accepted, Cancelled, or Expired. The status automatically changes to Accepted when the sales quote is linked to at least one Sales Order or Sales Invoice.