Create Sales Quotation from Estimate

Explanation

When your customer has requested a quotation for one or more deliverable lines in the estimate, you can create a sales quotation from these lines. You can select the line or lines in the Estimate/Deliverables window and use the Create Sales Quotation right mouse button option. The Create Sales Quotation dialog box appears in order to update information.

Prerequisites

System Effects

Window

Estimate

Related Window Descriptions

Estimate/Deliverables
Create Sales Quotation

Procedure

  1. Select or query for the estimate in the Estimate window and choose the Estimate/Deliverables tab.
  2. Select the line or lines from which you want to create a sales quotation.
  3. Right-click and then click Create Sales Quotation. The Create Sales Quotation  dialog box appears.
  4. If needed, update the wanted delivery date, delivery address and document address.
  5. Confirm by clicking OK.