This page allows you to create quotations for a vendor for the required items or services before even creating the shipment. After approval, the quotation can be generated on a PDF file and sent to the vendors at the click of a button. You can finalize the quotation or revise it any number of times.

Once the filters are set, click on the 'Search' button to display the list of quotations that match the set filters. Click on the 'Reset' button to reset filters to their default value.

The result is displayed as below,

The Yellow highlighted row indicates that the quotation is a Template. Cancelled quotations are displayed in Red

The following columns are displayed:

ID: Displays the auto-generated Quotation ID which gets generated at the time of creation.

Date: Displays the date of the Quote which gets reflected on the generation of Quotation.

Number: Displays the number of quotation.

Rev: Displays the count of revision.

Title: Displays the title of the quotation.

Company: Displays the company name.

Workflow: Displays the name of the workflow.

Entity: Displays the name of the entity to which the quotation is linked.

Currency: Displays the Currency.

Income: Displays the total income of the quotation.

Expense: Displays the total expense of the quotation.

Gross Profit: Displays the difference between income and expenses.

Status: Displays the status of the Quotation.

Validity Days: Display the number of days it is valid.

Created By: Displays the name of the creator.

Creating New Quotation

Click on the 'New Quote' button to create a new quote. The following window pops up:

Note: workflow can only be assigned at the time of creation. 

As soon as workflow is selected, service selection option is appeared which displays all the services linked to the workflow. Choose the service(s) which is linked to the job created from quote. On "Workflow Data" tab Services and Job Type affects the Data fields displayed.


Click on the 'Export' button, a file gets downloaded with the information displayed on the quotation page in MS-Excel format.

For more details, go to Quotation Detail