Quotations

A Quotation is a commercial proposal for a customer. It lists the products or services offered, their quantities and prices, and the applicable commercial terms. Quotations are created from an Opportunity and can be tracked through confirmation or cancellation.

In this guide

• View the Quotations list
• Use views and list tools
• Create a Quotation from an Opportunity
• Complete the Quotation form
• Manage a Quotation

General workflow

1. Open an Opportunity and select New Quotation.
2. Create a customer, choose an existing customer, or proceed without one.
3. Complete the Quotation form, including order lines and any additional terms.
4. Save the Quotation.
5. Review, preview, confirm, or cancel it from its record.

View the Quotations list

Go to CRM → Sales → Quotations. Quotations created from opportunities are available here for review and management.

Figure 1. Quotations list

Use views and list tools

Choose a view

Views help you find quotations by assignment or status.

Figure 2. Quotation views

View	Records shown
All	All available Quotations.
My Quotations	Quotations assigned to you.
Archived	Archived Quotations.
Quotation	Records in Quotation status.
Quotation Sent	Quotations sent to customers.
Sales Order	Quotations converted into Sales Orders.
Cancelled	Cancelled Quotations.

Use the Action Group (⋮) menu in the upper-right corner of the list to manage its views.

Figure 3. View management menu

Each view also has its own menu.

Figure 4. View actions

Action	Result
Apply View	Shows the records in the selected view.
Remove from Favorites	Removes the view from Favorites.
Set as Default	Opens the list with this view by default.

Select Reset to restore the default view configuration.

Use the list tools

The list includes tools for finding and organizing Quotations.

Figure 5. List tools

Tool	What it does
Group By	Groups Quotations using the available criteria.
Search	Finds a Quotation by name.
Filters	Shows records that meet selected conditions.
Column Manager	Selects and rearranges visible columns.

These tools work in the same way as those in the Leads list.

Create a Quotation from an Opportunity

Open the relevant Opportunity and select New Quotation.

Figure 6. New Quotation action

Choose how to associate a customer with the Quotation:

Create a new customer

Select Create a New Customer to create a customer during the Quotation process.

Figure 7. Create a new customer

If the Opportunity already contains contact information, the available details are filled in automatically.

Select an existing customer

Choose a customer already registered in MIDLA.

Figure 8. Select an existing customer

Continue without a customer

You can also create the Quotation without associating it with a specific customer.

Figure 9. Continue without a customer

After choosing an option, select Submit to open the Quotation creation form.

Complete the Quotation form

The form brings together the proposal's general information, products, optional products, additional details, and terms.

Figure 10. Quotation form

General

Field	What it defines
Customer	Customer associated with the proposal, if selected.
Expiration	Date when the Quotation expires.
Quotation Date	Date when the Quotation is issued.
Payment Term	Payment terms for the Quotation.

The options for Payment Term are managed in Invoices → Configurations → Payment Terms.

Order Line

Use Order Line to add the products or services included in the main proposal. Select Add Product to add more than one line.

Figure 11. Order Line tab

Field	What it defines
Product	Product or service being quoted.
Quantity	Number of units.
Unit Price	Price per unit.
Taxes	Taxes applied to the line.
Discount (%)	Percentage discount.
Amount	Calculated line amount.

Select Edit on a line to update its details.

Figure 12. Editing an Order Line

The edit form includes Product Variant, Quantity, Lead Time, Unit Price, Margin, Margin (%), Taxes, Discount (%), and Amount. Select Save Changes to keep your edits or Cancel to discard them. Select Delete on a line to remove that product from the Quotation.

The bottom of the tab shows automatically calculated totals:

Total	What it shows
Untaxed Amount	Total before taxes.
Total	Total including applicable taxes.
Margin	Calculated monetary and percentage margin.

Figure 13. Order Line totals

Optional Products

Use Optional Products to offer alternatives or additions alongside the main proposal. These products are separate from its main order lines.

Figure 14. Optional Products

Field	What it defines
Product	Optional product being offered.
Quantity	Number of units.
Unit Price	Price per unit.
Discount (%)	Percentage discount.

Select Add Product to add another optional line. Select Delete to remove one.

Other Information

Use Other Information for commercial, shipping, and administrative details.

Figure 15. Other Information

Section	Field	What it defines
Sales	Sales Person	User responsible for the Quotation.
Sales	Customer Reference	Reference provided by the customer.
Sales	Tags	Labels used to classify the Quotation.
Shipping	Delivery Date	Estimated delivery date.
Additional Information	Company	Company associated with the Quotation.
Additional Information	Currency	Currency used in the Quotation.

Complete these fields as needed for the proposal.

Terms & Conditions

Use Terms & Conditions to enter and format the text that accompanies the Quotation, such as commercial conditions, sales policies, delivery periods, or warranties.

Figure 16. Terms & Conditions

Save the Quotation

Action	Result
Create	Saves the Quotation and closes the form.
Create & Create Another	Saves the Quotation and opens a new form.
Cancel	Closes the form without saving.

Manage a Quotation

Open a Quotation from the list or use its Action Group (⋮) menu at the end of the row.

Figure 17. Saved Quotation

Figure 18. Quotation actions menu

View a Quotation

Select View to review the general details, product lines, other information, and terms.

Figure 19. Quotation details

The detail view provides actions for the next steps in the commercial process.

Figure 20. Quotation detail actions

Cancel a Quotation

Select Cancel to open a confirmation window. You can select the associated customer and customize the notification's subject and message.

Figure 21. Cancel a Quotation

Action	Result
Send & Cancel	Sends the notification and cancels the Quotation.
Cancel	Cancels the Quotation without sending the notification.
Close	Closes the dialog without changing the Quotation.

The record remains available with Cancelled status. From its detail view, select Set as Quotation to restore Quotation status.

Confirm a Quotation

Select Confirm to confirm the proposal. Its status changes to Sales Order.

Preview a Quotation

Select Preview to review the Quotation before printing or sending it to the customer.

Figure 22. Quotation preview

The preview summarizes the Quotation number, customer, issue and expiration dates, products, quantities, prices, totals, and payment information.