Create and follow quotations
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Prepare a quotation, review totals and follow the status shown.
Outcome
The quotation contains the intended customer, items, totals and status.
Last reviewed
2026-09-12 · Operations
Before you begin
- Quotation access and confirmed customer and price details.
Open the right workspace
- 1Sign in and open Dashboard.
- 2Choose Quotations from the dashboard navigation.
- 3If the item is not shown, ask an owner to check your access and the account package.
Prepare and verify
- 1Choose the customer and add the intended items and quantities.
- 2Review currency, totals, terms and any displayed schedule before saving or sending.
- 3Open the saved quotation and confirm its current status.
- 4Record payment or progress only through the actions available for the actual event.
How to know it worked
- • The saved totals and status match the reviewed quotation.
If something goes wrong
- Do not resend or recreate while a save or send result is unknown.
- If the problem remains, open Support and describe what you expected and what appeared.