Sending & Confirming Quotations

Sending Quotations

Method 1: Send by Email

1. Open quotation → click Send & Print.
2. Quickenerp generates PDF and opens email composer: To (customer email), Subject (from template), Body (dynamic placeholders).
3. Add CC, attachments, or modify body as needed.
4. Click Send. Status changes to "Sent" (blue pill).
5. Email and PDF logged in chatter.

Method 2: Online Portal Acceptance

1. Customer receives email with secure portal link.
2. They log in and see the quotation with product list, totals, PDF download.
3. Click Accept & Sign (or Decline).
4. If signature is enabled, they draw/type it. If portrait, they take a selfie.
5. On acceptance:

• If confirmation = Automatic → immediately becomes Sales Order.
• If Manual → shows as "Accepted" awaiting your confirmation.

Method 3: Manual Confirmation

1. Open quotation → click Confirm.
2. Status → "Sales Order". Quickenerp:

• Reserves stock for storable products.
• Creates draft delivery order and/or invoice (based on policy).
• Creates manufacturing orders (MTO) or purchase orders (dropship).
• Updates customer history and sales team metrics.

Expired Quotations

• Past Valid Until date → auto-marked "Expired".
• To re-issue: open → click "Set to Quotation" → update Valid Until → resend.
• Or use Duplicate to create a fresh copy.

Follow-up Activities

Enable in Settings → "Quotation Follow-up". Quickenerp auto-creates activities for unconverted quotations after N days.

Troubleshooting