Quotations and sales orders
Prepare a customer offer and move it into the sales cycle.
Go to CRM → Quotations and choose Add. Select the customer, currency, price list, validity date, items, quantities, discounts, taxes, delivery terms, and notes. Save the quotation as a draft, review it, then send or approve it according to your workflow.
When the customer accepts, convert it to the next supported sales document. Keep the quotation number in customer communication so the origin of the order remains traceable.