1
Click + New Standard Quote
The button is at the top right of Standard Quotes. The page also shows how many quotes are Draft, Sent, Accepted and Rejected.
Want the full chapter? Solution Guide, chapter 2: Sales and tenders (PDF) · All documentation
Create a standard quote
Use this for a straightforward priced quote for one account.
2
Choose the Account
The form has three tabs: Quote details, Line items and Attachments. On the first, pick the Account. It is required.
3
Choose the Contact
Pick the person the quote is for. The list shows contacts of the account. Leave None if you do not know yet.
4
Set Valid until
Enter the last day the offer holds. Inquiry date next to it is the day the customer asked.
5
Pick the Template
Default layout is the built-in design. Templates your admin made appear in this list and set how the quote looks.
6
Click the Lines tab
Go to Line items. The bar at the top now shows the quote name and total, and stays in view while you scroll.
7
Choose a product
In PRODUCT · DESCRIPTION open No product and pick a catalog item. The description fills in. You can also type a free description.
8
Enter the QTY
Type the quantity. UOM and RATE (₹) sit next to it. The AMOUNT is calculated.
9
Set Discount %, Tax % and Shipping / Handling (₹)
These three fields apply to the whole quote and sit under the lines. The subtotal and total update at once.
10
Click Create quote
The button is in the top bar, next to the running Total. It saves the quote and gives it a number such as SQ-2026-0021.
Price the lines with the pricing engine
Use this to get a price from your rules and cost data instead of typing a rate.
1
Click Price on the line
The PRICE column holds a Price button on each line that has a product. After you click it the rate is filled in and the button reads Engine.
2
Or click Price all
This prices every line in one go. It sits above the table next to Draft with AI.
3
Click the arrow at the end of the line
The small › at the right of the line opens the working behind the price.
4
Read how the price was built
The panel says Priced by engine, before tax. Each row is one rule, for example PURCHASE_COST, FREIGHT and MARGIN_MARKUP, with the figure it added and the sum it came from.
5
Click Price with engine
At the bottom of the panel, use this to price the line again after you change the quantity. + Add quantity break and Show on PDF are in the same row.
Open a standard quote and send it
Use this when a quote is ready for the customer.
1
Click Open → on a row
In the list, each row shows the reference, account, status, total and dates. Click Open → at the end of the row.
2
Click the Lines tab
The tabs are Overview, Lines, Related and Activity. Lines shows the items, quantities and rates, and the number in the tab is the line count.
3
Click click Edit to price the lines
The saved quote shows the lines only. Engine pricing, the price breakdown and supplier requests are on the edit screen, which has the same layout as the form you used to create it.
4
Click Email to customer
This is the send button at the top right. Add a contact to the quote first.
5
Click ...
The menu has Edit, Print / PDF, Mark as sent and Delete. Use Mark as sent if you sent the quote some other way.
Set up quote templates
Use this when you want quotes to carry your own branded layout. It needs an admin.
1
Click ... on the list
The three dots sit left of + New Standard Quote.
2
Click Manage Templates
The page is called Standard Quote Templates. It lists branded, reusable layouts. Each quote picks one when it is created.
3
Type the New template name
Use a name people will recognise, for example "Formal Proposal". When there are no templates yet, quotes use the built-in default layout.
4
Click + Create & open builder
This creates the template and opens the builder, where you design the layout.
