Create Quotes that can be printed and then converted to Sales Orders or Invoices.
A Customer Quote is a Document that is sent to a customer as written documentation of the price of goods and/or services your company is offering to provide, normally valid for a specified period of time. If the customer accepts the quotation, then either a Sales Order eventually followed by an Invoice, or a straight Invoice is generated from the Quotation.
A quotation creates no financial transactions nor is the stock affected in any way. Quotations allow you to send your customer’s written documents and then convert these into Invoices etc without having to re-enter all the information.
Customer Quotes have an Expiry date which defines when the quote expires.