Quotations
Use this topic for create and track quotations.
Before you start
- Use the correct company and an active account with permission for this workflow.
Where to go
Workspace → Quotations
Audience
Business owners and quotation managers.
Permissions
- Only business owners and authorized quotation managers may manage this view.
Actions
- Create quotation
- Use Create quotation to support create and track quotations.
- Send quotation
- Use Send quotation to support create and track quotations.
Statuses
- Draft
- The record is currently draft.
- Sent
- The record is currently sent.
- Accepted
- The record is currently accepted.
- Rejected
- The record is currently rejected.
- Expired
- The record is currently expired.
Workflow
- Open Quotations.
- Review the record and its current status.
- Choose Create quotation and confirm the result.
Expected outcome
Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.
Troubleshooting
- A quotation cannot be sent
- Complete customer, line-item, currency, and validity details