Quotation in "Quotation Sent" state

Revised Quotation

Quotation in "Revised Quotation" state:In the Revised Quotation state, we can edit the order lines and resent to the client. Quotation Sent ---> Revised Quotation ---> Quotation Sent The smart button on the top right of the form will provide the entire revised history of quotation. The revised quotation will be indicated by a change in name format as (initial name/R1) in a recurring manner.

Revise the Quotation Button

In the Quotation Sent state we can't edit the Order lines. When we need to revise just click on the "Revise the Quotation" button.

Revised Quotation State

In the Revised Quotation state we can edit the order lines and resend it through mail or take print out with new order lines.

Quotation History

Smart button redirect you to the Quotation History. Tree view of the Revised Quotations of the particular parent quotation

Quotation in "Revised" state

In this state we can't edit anything, it's just for a view

Quotation Email Template

Quotation Email template If we gave expiration date then it will mention in the Email

Sales --> Configuration --> Settings ---> Quotations & Sales --> Expiration Date

Book issued history in each book.

Every quotations have a expiration date which we set manually.On configuring the above shown settings we can automatically set the expiration date very easily.

No Expiration date: No changes(we have to set the date manually)

Default 14 days: The expiration date calculated from Quotation Creation Date or form Quotation Sent Date is set for 14 days.

Created as company rule: The quotation will expire as per the custom days set by user from Quotation Creation Date or from the Quotation Sent Date.

Expiration Date Calculated From : Choose either of the two, Quotation Creation Date or Quotation Sent Date