Quote a customer and convert the accepted quote

Issue a priced, time-limited quotation, revise it while it is still under discussion, and turn acceptance into a sale without keying anything twice.

SalesFor Sales representative · Sales manager5 steps

Where this lives

Sales › Quotations
/dashboard/sales/quotations
Sales › Quotations › New
/dashboard/sales/quotations/new

Permissions needed

Quotations · Create
Quotations · Convert

Any one of these grants access. Ask an administrator if the screen is not visible to you.

Before you start

A customer record or their contact details
Products with current selling prices
A validity period you can honour

Complete the workflow

1
Build the quotation
Select the customer, add products, quantities and any discount, and set the date it remains valid until. The validity date cannot fall before the quotation date.
2
Issue it
Issuing fixes the document the customer receives. Free editing belongs to the draft stage; once issued, changes go through a revision.
3
Revise while it is under discussion
A revision supersedes the previous version, which stays in history with its revision number, so you can show what was quoted and when.
4
Record the outcome
Mark the quotation accepted or rejected. A rejected quote is kept rather than removed, which is what makes win and loss reporting possible.
5
Convert to a sale
Conversion carries the quoted lines into a sale and links the two, so the quote remains the evidence for the price charged. It needs the conversion permission.

Useful tips

Convert from acceptance, not from a stale quote: a quotation past its validity date should be revised and reissued first.
Superseded revisions stay auditable, so revise freely rather than editing around the customer.

Troubleshooting

The quotation cannot be converted

Confirm it is accepted rather than issued, rejected or superseded, and that you hold the conversion permission.

The sale price differs from the quote

Conversion carries the quoted prices. A later price-list change does not rewrite an issued quotation; revise and reissue if the customer must see new pricing.

Sales5 steps