Quotations (estimates)
Send a price quote, track whether it's accepted, and convert it to an order or invoice in one click.
Where to find it: Orders & quotes → QuotationsOpen in app
Create a quotation
- 1Go to Quotations and click New quotation.
- 2Choose the Customer, the Date and the Valid until date.
- 3Add products with Qty, Unit price and Disc %. Add notes and terms if needed.
- 4Click Save.
Send it and track the response
- 1Open the quotation and click Email to send it, or Print / PDF to share it yourself.
- 2Click Mark as sent, then Mark accepted or Mark rejected when the customer replies.
- 3When accepted, click Convert to sales order or Convert to invoice. The lines are copied into a new draft so nothing is typed twice.
Tip: Quotations don't affect stock, books or GST — only the invoice does.
Still need help?
Email us at [email protected] — tell us what you were doing and attach a screenshot of any error.